|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.35M
|
+$4.78M
|
+168,869
|
+15,255%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.86M
|
+$38.3K
|
+1,351
|
+1%
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$974K
|
–
|
–
|
–
|
|
|
4
|
|
$803K
|
+$249K
|
+8,779
|
+52%
|
|
|
5
|
Aperio Group
Sausalito,
California
|
$424K
|
–
|
–
|
–
|
|
|
6
|
Geode Capital Management
Boston,
Massachusetts
|
$321K
|
–
|
–
|
–
|
|
|
7
|
Analytic Investors
Los Angeles,
California
|
$258K
|
-$28.8K
|
-1,016
|
-11%
|
|
|
8
|
World Asset Management
Detroit,
Michigan
|
$242K
|
+$218K
|
+7,687
|
New
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$236K
|
-$119K
|
-4,200
|
-36%
|
|
|
10
|
Ronald Blue & Co
Roswell,
Georgia
|
$209K
|
-$46.8K
|
-1,653
|
-20%
|
|
|
11
|
Advisors Preferred
Rockville,
Maryland
|
$124K
|
+$112K
|
+3,937
|
New
|
|
|
12
|
|
$26K
|
+$7.91K
|
+279
|
+54%
|
|
|
13
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$25K
|
+$22.7K
|
+800
|
New
|
|
|
14
|
|
$19K
|
-$1.93K
|
-68
|
-10%
|
|
|
15
|
First Personal Financial Services
Charlotte,
North Carolina
|
$17K
|
+$15.2K
|
+538
|
New
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$11K
|
+$9.49K
|
+335
|
New
|
|
|
17
|
Acrospire Investment Management
Chicago,
Illinois
|
$6K
|
-$2.83K
|
-100
|
-33%
|
|
|
18
|
First Horizon Advisors
Memphis,
Tennessee
|
$5K
|
+$4.28K
|
+151
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$3K
|
-$22.7K
|
-800
|
-90%
|
|
|
20
|
Howe & Rusling
Rochester,
New York
|
$3K
|
–
|
–
|
–
|
|
|
21
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$2K
|
-$255
|
-9
|
-11%
|
|
|
22
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$2K
|
–
|
–
|
–
|
|
|
23
|
MSI Financial Services
Springfield,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$2K
|
+$2.21K
|
+78
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$1K
|
-$85.1K
|
-3,005
|
-99%
|
|
