|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$2.1M
|
–
|
–
|
–
|
|
|
2
|
Mraz Amerine & Associates
Modesto,
California
|
$1.73M
|
+$160K
|
+11,546
|
+11%
|
|
|
3
|
Royce & Associates
New York
|
$980K
|
–
|
–
|
–
|
|
|
4
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$939K
|
+$77.6K
|
+5,600
|
+9%
|
|
|
5
|
Renaissance Technologies
New York
|
$556K
|
+$38.1K
|
+2,751
|
+8%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$480K
|
-$10.8K
|
-777
|
-2%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$373K
|
–
|
–
|
–
|
|
|
8
|
California Public Employees Retirement System
Sacramento,
California
|
$303K
|
–
|
–
|
–
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$290K
|
+$277K
|
+20,000
|
New
|
|
|
10
|
Bessemer Group
Woodbridge,
New Jersey
|
$244K
|
+$233K
|
+16,810
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$209K
|
-$9.85K
|
-711
|
-5%
|
|
|
12
|
Segment Wealth Management
Houston,
Texas
|
$203K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$158K
|
+$151K
|
+10,905
|
New
|
|
|
14
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$155K
|
–
|
–
|
–
|
|
|
15
|
|
$139K
|
-$53.8K
|
-3,880
|
-29%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$111K
|
-$13.9K
|
-1,000
|
-12%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29K
|
+$27.7K
|
+2,000
|
+18,182%
|
|
|
18
|
Edge Advisors
Atlanta,
Georgia
|
$14K
|
–
|
–
|
–
|
|
|
19
|
|
$14K
|
–
|
–
|
–
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$12K
|
–
|
–
|
–
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
23
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$2K
|
–
|
–
|
–
|
|
|
24
|
Centaurus Financial
Anaheim,
California
|
$1K
|
+$693
|
+50
|
New
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$260K
|
-17,801
|
Closed
|
|
