|
1
|
Balentine LLC
Atlanta,
Georgia
|
$36.2M
|
-$5.95M
|
-338,818
|
-14%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$31.8M
|
-$5.26M
|
-299,644
|
-14%
|
|
|
3
|
|
$21.6M
|
+$1.27M
|
+72,322
|
+6%
|
|
|
4
|
Nottingham Advisors
Amherst,
New York
|
$7.95M
|
+$70K
|
+3,990
|
+0.9%
|
|
|
5
|
Vicus Capital
State College,
Pennsylvania
|
$7.65M
|
-$604K
|
-34,418
|
-7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.7M
|
-$459K
|
-26,144
|
-6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.38M
|
+$1.75M
|
+99,678
|
+101%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.81M
|
+$945K
|
+53,840
|
+100%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.73M
|
+$758K
|
+43,186
|
+74%
|
|
|
10
|
First Allied Advisory Services
San Diego,
California
|
$1.66M
|
+$1.7M
|
+97,108
|
New
|
|
|
11
|
Bellecapital
Zurich,
Switzerland
|
$1.41M
|
+$289K
|
+16,446
|
+25%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.19M
|
-$178K
|
-10,160
|
-13%
|
|
|
13
|
|
$1.19M
|
-$7.26M
|
-413,370
|
-86%
|
|
|
14
|
Community Bank
Dewitt,
New York
|
$1.11M
|
+$66.7K
|
+3,800
|
+6%
|
|
|
15
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$986K
|
+$1.02M
|
+58,000
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$977K
|
-$1.62M
|
-92,068
|
-62%
|
|
|
17
|
Suntrust Banks
Atlanta,
Georgia
|
$972K
|
+$78K
|
+4,446
|
+8%
|
|
|
18
|
Oppenheimer & Co
New York
|
$871K
|
+$234K
|
+13,340
|
+35%
|
|
|
19
|
Hillview Capital Advisors
Wayne,
Pennsylvania
|
$551K
|
–
|
–
|
–
|
|
|
20
|
Hamel Associates
Chatham,
New Jersey
|
$236K
|
+$244K
|
+13,900
|
New
|
|
|
21
|
Brown Brothers Harriman & Co
New York
|
$205K
|
+$212K
|
+12,056
|
New
|
|
|
22
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$197K
|
+$204K
|
+11,600
|
New
|
|
|
23
|
Stanford Investment Group
Mountain View,
California
|
$163K
|
–
|
–
|
–
|
|
|
24
|
Flow Traders U.S.
New York
|
$121K
|
-$291K
|
-16,566
|
-70%
|
|
|
25
|
Gupta Wealth Management
San Diego,
California
|
$37K
|
–
|
–
|
–
|
|
