|
1
|
|
$30.6M
|
-$1.37M
|
-151,964
|
-4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
+$306K
|
+34,008
|
+2%
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
$10.7M
|
-$5.92M
|
-657,614
|
-35%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$8.02M
|
+$536K
|
+59,522
|
+7%
|
|
|
5
|
|
$6.91M
|
-$3.29M
|
-365,073
|
-32%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.55M
|
-$2.96M
|
-328,376
|
-30%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$5.13M
|
-$375K
|
-41,623
|
-7%
|
|
|
8
|
Greatmark Investment Partners
Columbus,
Georgia
|
$2.98M
|
-$20.7K
|
-2,300
|
-0.7%
|
|
|
9
|
First Foundation Advisors
Irvine,
California
|
$2.67M
|
+$308K
|
+34,217
|
+13%
|
|
|
10
|
Central Trust Company
Jefferson City,
Missouri
|
$2.59M
|
+$656K
|
+72,902
|
+33%
|
|
|
11
|
Investment Centers of America
Bismarck,
North Dakota
|
$1.94M
|
+$100K
|
+11,114
|
+5%
|
|
|
12
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.64M
|
+$58.9K
|
+6,545
|
+4%
|
|
|
13
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.62M
|
–
|
–
|
–
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.55M
|
+$426K
|
+47,304
|
+36%
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$1.31M
|
-$37.7K
|
-4,187
|
-3%
|
|
|
16
|
Prospera Financial Services
Dallas,
Texas
|
$1.25M
|
+$1.29M
|
+143,350
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$973K
|
+$759K
|
+84,363
|
+315%
|
|
|
18
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$952K
|
+$777K
|
+86,305
|
+384%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$907K
|
+$933K
|
+103,643
|
New
|
|
|
20
|
Guggenheim Capital
Chicago,
Illinois
|
$681K
|
-$98.8K
|
-10,984
|
-12%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$677K
|
+$38.4K
|
+4,267
|
+6%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$657K
|
+$139K
|
+15,468
|
+26%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$600K
|
+$33.3K
|
+3,698
|
+6%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$570K
|
+$9.3K
|
+1,033
|
+2%
|
|
|
25
|
United Asset Strategies
Garden City,
New York
|
$565K
|
-$206K
|
-22,890
|
-26%
|
|
