|
1
|
Cerity Partners OCIO
New York
|
$463K
|
–
|
–
|
–
|
|
|
2
|
Sargent Investment Group
Bethesda,
Maryland
|
$276K
|
+$76.2K
|
+41,666
|
+36%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$159K
|
+$324
|
+177
|
+0.2%
|
|
|
4
|
Prospera Financial Services
Dallas,
Texas
|
$155K
|
+$163K
|
+88,902
|
New
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$75K
|
-$324
|
-177
|
-0.4%
|
|
|
6
|
Renaissance Technologies
New York
|
$72K
|
-$8.96K
|
-4,900
|
-11%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$66K
|
+$21.4K
|
+11,706
|
+100%
|
|
|
8
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$58K
|
+$61K
|
+33,333
|
New
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$15.2K
|
–
|
–
|
–
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$13.8K
|
-$5.27K
|
-2,882
|
-27%
|
|
|
11
|
Bank of New York Mellon
New York
|
$8.25K
|
–
|
–
|
–
|
|
|
12
|
Bourgeon Capital Management
Darien,
Connecticut
|
$6.16K
|
–
|
–
|
–
|
|
|
13
|
|
$6K
|
-$14.6K
|
-7,989
|
-70%
|
|
|
14
|
Tower Research Capital (TRC)
New York
|
$6K
|
-$240
|
-131
|
-4%
|
|
|
15
|
Bard Associates
Chicago,
Illinois
|
$5.8K
|
+$6.1K
|
+3,333
|
New
|
|
|
16
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$1.35K
|
–
|
–
|
–
|
|
|
17
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$324
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$219
|
-$1.65K
|
-903
|
-88%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$63
|
+$2
|
+1
|
+3%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$9
|
+$9
|
+5
|
New
|
|
|
21
|
Credit Suisse
Zurich,
Switzerland
|
$2
|
–
|
–
|
–
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$2
|
–
|
–
|
–
|
|
|
23
|
Millennium Management
New York
|
–
|
-$28K
|
-15,573
|
Closed
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$10K
|
-5,667
|
Closed
|
|
|
25
|
|
–
|
-$9K
|
-4,737
|
Closed
|
|
