|
1
|
Investure LLC
Charlottesville,
Virginia
|
$26.1M
|
-$1.39M
|
-13,626
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$12.8M
|
+$3.55M
|
+34,907
|
+40%
|
|
|
3
|
|
$10.9M
|
+$1.25M
|
+12,244
|
+13%
|
|
|
4
|
Virtu KCG Holdings
New York
|
$2.3M
|
+$2.24M
|
+22,019
|
New
|
|
|
5
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.54M
|
-$20.7K
|
-203
|
-1%
|
|
|
6
|
|
$1.42M
|
+$784K
|
+7,700
|
+132%
|
|
|
7
|
CIBC Bank USA
Chicago,
Illinois
|
$1.11M
|
–
|
–
|
–
|
|
|
8
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$810K
|
+$689K
|
+6,766
|
+690%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$513K
|
+$21.4K
|
+210
|
+4%
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$330K
|
+$37.4K
|
+367
|
+13%
|
|
|
11
|
Gould Asset Management
Claremont,
California
|
$302K
|
–
|
–
|
–
|
|
|
12
|
Credit Suisse
Zurich,
Switzerland
|
$263K
|
-$94.9K
|
-932
|
-27%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$234K
|
+$229K
|
+2,245
|
New
|
|
|
14
|
New Capital Management
Houston,
Texas
|
$135K
|
–
|
–
|
–
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$65K
|
+$26.8K
|
+263
|
+74%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$47K
|
–
|
–
|
–
|
|
|
17
|
Westside Investment Management
Santa Monica,
California
|
$15.6K
|
+$15.3K
|
+150
|
New
|
|
|
18
|
Synovus Financial
Columbus,
Georgia
|
$14K
|
+$13.2K
|
+130
|
New
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$11K
|
+$10.3K
|
+101
|
New
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$10K
|
+$9.77K
|
+96
|
+2,400%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6K
|
–
|
–
|
–
|
|
|
22
|
Focused Wealth Management
Newburgh,
New York
|
$5K
|
–
|
–
|
–
|
|
|
23
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$4K
|
–
|
–
|
–
|
|
|
24
|
Snowden Capital Advisors
New York
|
–
|
-$252K
|
-2,603
|
Closed
|
|
