|
1
|
Putnam Investments
Boston,
Massachusetts
|
$5.2M
|
-$2.08M
|
-109,184
|
-28%
|
|
|
2
|
Snow Park Capital Partners
New York
|
$2.49M
|
-$232K
|
-12,164
|
-8%
|
|
|
3
|
|
$2.47M
|
–
|
–
|
–
|
|
|
4
|
|
$1.99M
|
+$16.2K
|
+850
|
+0.8%
|
|
|
5
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.24M
|
+$290K
|
+15,207
|
+29%
|
|
|
6
|
Dimensional Fund Advisors
Austin,
Texas
|
$542K
|
-$284K
|
-14,898
|
-34%
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$472K
|
–
|
–
|
–
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$279K
|
+$11.2K
|
+588
|
+4%
|
|
|
9
|
|
$210K
|
+$218K
|
+11,433
|
New
|
|
|
10
|
Biltmore Family Office
Charlotte,
North Carolina
|
$203K
|
+$210K
|
+11,030
|
New
|
|
|
11
|
|
$66K
|
-$4.53K
|
-238
|
-6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$24K
|
+$1.77K
|
+93
|
+8%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$3K
|
+$2.63K
|
+138
|
New
|
|
|
14
|
|
$1K
|
+$171
|
+9
|
+24%
|
|
|
15
|
BNP Paribas Financial Markets
Paris,
France
|
$62
|
–
|
–
|
–
|
|
|
16
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
–
|
-$1K
|
-31
|
Closed
|
|
|
17
|
NEXT Financial Holdings
Houston,
Texas
|
–
|
+$38
|
+2
|
New
|
|
