|
1
|
|
$4.11M
|
-$176K
|
-3,760
|
-4%
|
|
|
2
|
|
$3.17M
|
-$1.69M
|
-36,275
|
-35%
|
|
|
3
|
Bluefin Capital Management
New York
|
$1.76M
|
+$705K
|
+15,104
|
+66%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.12M
|
+$507K
|
+10,856
|
+82%
|
|
|
5
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$521K
|
-$52.8K
|
-1,130
|
-9%
|
|
|
6
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$331K
|
+$12.1K
|
+260
|
+4%
|
|
|
7
|
Davenport & Co
Richmond,
Virginia
|
$254K
|
-$4.67K
|
-100
|
-2%
|
|
|
8
|
Two Sigma Securities
New York
|
$240K
|
+$241K
|
+5,161
|
New
|
|
|
9
|
Veritable
Wilmington,
Delaware
|
$215K
|
-$11K
|
-235
|
-5%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$91K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$89K
|
-$61.1K
|
-1,308
|
-40%
|
|
|
12
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$58K
|
–
|
–
|
–
|
|
|
13
|
EFG Asset Management (Americas)
Miami,
Florida
|
$27K
|
-$4.58K
|
-98
|
-14%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$22K
|
-$409K
|
-8,761
|
-95%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$19K
|
-$372K
|
-7,977
|
-95%
|
|
|
16
|
Colony Group
Boston,
Massachusetts
|
$18K
|
+$18.5K
|
+397
|
New
|
|
|
17
|
Apriem Advisors
Irvine,
California
|
$5K
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$4K
|
-$4.3K
|
-92
|
-50%
|
|
|
19
|
Sandy Spring Bank
Olney,
Maryland
|
$4K
|
–
|
–
|
–
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$4K
|
+$3.88K
|
+83
|
New
|
|
|
21
|
Gupta Wealth Management
San Diego,
California
|
$3K
|
+$3.5K
|
+75
|
New
|
|
|
22
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$2K
|
+$2.52K
|
+54
|
New
|
|
|
23
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
24
|
Windhaven Investment Management
Boston,
Massachusetts
|
–
|
-$215M
|
-4,573,049
|
Closed
|
|
|
25
|
William Blair & Company
Chicago,
Illinois
|
–
|
-$924K
|
-19,684
|
Closed
|
|
