|
1
|
Investure LLC
Charlottesville,
Virginia
|
$25.4M
|
-$501K
|
-5,210
|
-2%
|
|
|
2
|
|
$8.89M
|
+$7.15M
|
+74,330
|
+421%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$8.41M
|
-$2.02M
|
-21,003
|
-19%
|
|
|
4
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.45M
|
+$665K
|
+6,910
|
+86%
|
|
|
5
|
CIBC Bank USA
Chicago,
Illinois
|
$1.03M
|
–
|
–
|
–
|
|
|
6
|
|
$565K
|
+$208K
|
+2,162
|
+59%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$454K
|
-$99.3K
|
-1,032
|
-18%
|
|
|
8
|
Credit Suisse
Zurich,
Switzerland
|
$333K
|
-$275K
|
-2,856
|
-45%
|
|
|
9
|
Gould Asset Management
Claremont,
California
|
$279K
|
+$278K
|
+2,890
|
New
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$270K
|
+$54.9K
|
+571
|
+26%
|
|
|
11
|
Snowden Capital Advisors
New York
|
$252K
|
–
|
–
|
–
|
|
|
12
|
New Capital Management
Houston,
Texas
|
$125K
|
+$124K
|
+1,288
|
New
|
|
|
13
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$94K
|
-$19.1K
|
-198
|
-17%
|
|
|
14
|
MSI Financial Services
Springfield,
Massachusetts
|
$57K
|
-$96
|
-1
|
-0.2%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$43K
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$34K
|
+$23.6K
|
+245
|
+221%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6K
|
+$2.6K
|
+27
|
+82%
|
|
|
18
|
Focused Wealth Management
Newburgh,
New York
|
$5K
|
–
|
–
|
–
|
|
|
19
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$4K
|
–
|
–
|
–
|
|
|
20
|
Virtu KCG Holdings
New York
|
–
|
-$461K
|
-4,745
|
Closed
|
|
|
21
|
Veritable
Wilmington,
Delaware
|
–
|
-$204K
|
-2,102
|
Closed
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
–
|
+$385
|
+4
|
New
|
|
