|
1
|
Balentine LLC
Atlanta,
Georgia
|
$25.8M
|
+$24.3M
|
+1,519,352
|
New
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$24.1M
|
+$22.6M
|
+1,417,154
|
New
|
|
|
3
|
|
$21.8M
|
-$5.24M
|
-328,214
|
-20%
|
|
|
4
|
Xponance
Philadelphia,
Pennsylvania
|
$16.1M
|
+$15.1M
|
+945,450
|
New
|
|
|
5
|
New York State Common Retirement Fund
Albany,
New York
|
$13.2M
|
+$12.4M
|
+776,076
|
New
|
|
|
6
|
Niemann Capital Management
Stateline,
Nevada
|
$3.72M
|
+$3.5M
|
+219,242
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.59M
|
-$3.23M
|
-202,364
|
-49%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$1.81M
|
+$1.69M
|
+105,838
|
New
|
|
|
9
|
First Allied Advisory Services
San Diego,
California
|
$1.16M
|
+$494K
|
+30,896
|
+82%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.1M
|
+$511K
|
+32,000
|
+98%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.07M
|
+$935K
|
+58,508
|
+1,331%
|
|
|
12
|
Bellecapital
Zurich,
Switzerland
|
$1.02M
|
+$275K
|
+17,192
|
+40%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$890K
|
+$837K
|
+52,400
|
New
|
|
|
14
|
Oppenheimer & Co
New York
|
$715K
|
+$672K
|
+42,078
|
New
|
|
|
15
|
Suntrust Banks
Atlanta,
Georgia
|
$624K
|
+$52.8K
|
+3,302
|
+10%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$448K
|
+$377K
|
+23,598
|
+858%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$299K
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$293K
|
+$3.19K
|
+200
|
+1%
|
|
|
19
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$98.4K
|
+$93K
|
+5,822
|
New
|
|
|
20
|
Gupta Wealth Management
San Diego,
California
|
$71K
|
+$67.1K
|
+4,200
|
New
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$55K
|
+$43.1K
|
+2,700
|
+496%
|
|
|
22
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$10.7K
|
–
|
–
|
–
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5K
|
-$11.4K
|
-714
|
-69%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5K
|
-$1.85K
|
-116
|
-29%
|
|
|
25
|
Brinker Capital
Berwyn,
Pennsylvania
|
–
|
-$10.2M
|
-672,800
|
Closed
|
|
