|
1
|
|
$32.6M
|
+$369K
|
+40,021
|
+1%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$17M
|
+$111K
|
+12,048
|
+0.7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
-$765K
|
-82,841
|
-6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11.2M
|
-$391K
|
-42,378
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$10.8M
|
+$1.03M
|
+111,989
|
+11%
|
|
|
6
|
|
$8.27M
|
-$1.76M
|
-191,123
|
-17%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$7.27M
|
-$41.4K
|
-4,484
|
-0.6%
|
|
|
8
|
Greatmark Investment Partners
Columbus,
Georgia
|
$3.19M
|
+$63.2K
|
+6,850
|
+2%
|
|
|
9
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.96M
|
+$443K
|
+48,000
|
+17%
|
|
|
10
|
Investment Centers of America
Bismarck,
North Dakota
|
$1.91M
|
+$106K
|
+11,495
|
+6%
|
|
|
11
|
First Foundation Advisors
Irvine,
California
|
$1.77M
|
+$933K
|
+101,093
|
+109%
|
|
|
12
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.7M
|
–
|
–
|
–
|
|
|
13
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.69M
|
-$13.3K
|
-1,440
|
-0.8%
|
|
|
14
|
Burney Company
Reston,
Virginia
|
$1.6M
|
+$241K
|
+26,099
|
+18%
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$1.41M
|
-$162K
|
-17,500
|
-10%
|
|
|
16
|
Central Trust Company
Jefferson City,
Missouri
|
$1.35M
|
+$121K
|
+13,100
|
+10%
|
|
|
17
|
AQR Arbitrage
Greenwich,
Connecticut
|
$1.23M
|
+$1.24M
|
+133,841
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.11M
|
+$93.1K
|
+10,093
|
+9%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$1M
|
+$54.8K
|
+5,940
|
+6%
|
|
|
20
|
United Asset Strategies
Garden City,
New York
|
$767K
|
-$104K
|
-11,242
|
-12%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$737K
|
-$165K
|
-17,856
|
-18%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$727K
|
+$213K
|
+23,042
|
+41%
|
|
|
23
|
Doliver Advisors
Houston,
Texas
|
$656K
|
+$231K
|
+25,032
|
+54%
|
|
|
24
|
|
$612K
|
–
|
–
|
–
|
|
|
25
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$567K
|
-$9.23K
|
-1,000
|
-2%
|
|
