|
1
|
Balentine LLC
Atlanta,
Georgia
|
$36M
|
+$8.57M
|
+483,278
|
+32%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$31.7M
|
+$6.13M
|
+345,874
|
+24%
|
|
|
3
|
|
$21.7M
|
-$1.33M
|
-75,140
|
-6%
|
|
|
4
|
Xponance
Philadelphia,
Pennsylvania
|
$17.8M
|
+$840K
|
+47,386
|
+5%
|
|
|
5
|
New York State Common Retirement Fund
Albany,
New York
|
$13.9M
|
–
|
–
|
–
|
|
|
6
|
Vicus Capital
State College,
Pennsylvania
|
$8.44M
|
+$8.33M
|
+469,832
|
New
|
|
|
7
|
Nottingham Advisors
Amherst,
New York
|
$7.54M
|
+$7.44M
|
+419,662
|
New
|
|
|
8
|
Niemann Capital Management
Stateline,
Nevada
|
$5.34M
|
+$1.39M
|
+78,468
|
+36%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$4.56M
|
+$762K
|
+42,974
|
+20%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.42M
|
+$4.36M
|
+245,880
|
New
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$4.21M
|
+$2.28M
|
+128,764
|
+122%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$1.6M
|
+$656K
|
+37,000
|
+71%
|
|
|
13
|
|
$1.54M
|
+$1.52M
|
+86,000
|
New
|
|
|
14
|
First Allied Advisory Services
San Diego,
California
|
$1.26M
|
+$26.2K
|
+1,480
|
+2%
|
|
|
15
|
|
$1.19M
|
+$1.17M
|
+66,048
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.15M
|
+$23.3K
|
+1,316
|
+2%
|
|
|
17
|
Bellecapital
Zurich,
Switzerland
|
$1.08M
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$967K
|
+$487K
|
+27,494
|
+104%
|
|
|
19
|
Suntrust Banks
Atlanta,
Georgia
|
$852K
|
+$190K
|
+10,698
|
+29%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$747K
|
+$429K
|
+24,196
|
+140%
|
|
|
21
|
Community Bank
Dewitt,
New York
|
$747K
|
+$738K
|
+41,600
|
New
|
|
|
22
|
Oppenheimer & Co
New York
|
$637K
|
-$117K
|
-6,614
|
-16%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$459K
|
-$690K
|
-38,942
|
-60%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$351K
|
+$34.7K
|
+1,956
|
+11%
|
|
|
25
|
1ST Source Bank
South Bend,
Indiana
|
$312K
|
+$308K
|
+17,370
|
New
|
|
