|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$2.14M
|
–
|
–
|
–
|
|
|
2
|
Mraz Amerine & Associates
Modesto,
California
|
$1.81M
|
+$50.8K
|
+3,404
|
+3%
|
|
|
3
|
Royce & Associates
New York
|
$998K
|
–
|
–
|
–
|
|
|
4
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$903K
|
-$54.3K
|
-3,640
|
-6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$489K
|
–
|
–
|
–
|
|
|
6
|
Renaissance Technologies
New York
|
$411K
|
-$157K
|
-10,510
|
-27%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$373K
|
-$5.5K
|
-369
|
-1%
|
|
|
8
|
California Public Employees Retirement System
Sacramento,
California
|
$308K
|
–
|
–
|
–
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$299K
|
–
|
–
|
–
|
|
|
10
|
Segment Wealth Management
Houston,
Texas
|
$207K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$188K
|
-$25.4K
|
-1,703
|
-12%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$161K
|
–
|
–
|
–
|
|
|
13
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$158K
|
–
|
–
|
–
|
|
|
14
|
|
$136K
|
-$6.71K
|
-450
|
-5%
|
|
|
15
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$83K
|
+$82.1K
|
+5,500
|
New
|
|
|
16
|
|
$14K
|
–
|
–
|
–
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$12K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$11K
|
-$103K
|
-6,900
|
-90%
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$3K
|
+$2.61K
|
+175
|
New
|
|
|
21
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$2K
|
–
|
–
|
–
|
|
|
22
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$244K
|
-16,810
|
Closed
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$29.8K
|
-2,000
|
-99%
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
–
|
-$4K
|
-270
|
Closed
|
|
|
25
|
Centaurus Financial
Anaheim,
California
|
–
|
-$1K
|
-50
|
Closed
|
|
