|
1
|
|
$14.3M
|
+$14.4M
|
+503,591
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.97M
|
+$3.97M
|
+139,412
|
New
|
|
|
3
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$3.37M
|
+$3.37M
|
+118,227
|
New
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$3.34M
|
+$1.13M
|
+39,655
|
+51%
|
|
|
5
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$3.29M
|
+$3.29M
|
+115,300
|
New
|
|
|
6
|
|
$3.06M
|
+$1.71M
|
+59,826
|
+125%
|
|
|
7
|
Ninety One (UK)
London,
United Kingdom
|
$1.53M
|
+$563K
|
+19,756
|
+58%
|
|
|
8
|
|
$1.13M
|
+$1.13M
|
+39,500
|
New
|
|
|
9
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.04M
|
+$1.05M
|
+36,680
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$904K
|
+$776K
|
+27,241
|
+605%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$340K
|
+$340K
|
+11,940
|
New
|
|
|
12
|
William Blair & Company
Chicago,
Illinois
|
$260K
|
+$213K
|
+7,482
|
+453%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$227K
|
–
|
–
|
–
|
|
|
14
|
HSBC Holdings
London,
United Kingdom
|
$211K
|
-$80.6K
|
-2,828
|
-28%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$151K
|
-$316K
|
-11,100
|
-68%
|
|
|
16
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$88K
|
-$42.8K
|
-1,500
|
-33%
|
|
|
17
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$84K
|
–
|
–
|
–
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$81K
|
+$21.6K
|
+757
|
+36%
|
|
|
19
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$55K
|
+$5.27K
|
+185
|
+11%
|
|
|
20
|
Pacer Advisors
Malvern,
Pennsylvania
|
$27K
|
+$26.9K
|
+945
|
New
|
|
|
21
|
|
$1K
|
-$8.55K
|
-300
|
-86%
|
|
|
22
|
|
–
|
-$1.04M
|
-35,326
|
Closed
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$925K
|
-31,346
|
Closed
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$1K
|
-19
|
Closed
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$28
|
+1
|
New
|
|
