|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.62M
|
–
|
–
|
–
|
|
|
2
|
Mraz Amerine & Associates
Modesto,
California
|
$1.43M
|
+$111K
|
+7,804
|
+6%
|
|
|
3
|
Royce & Associates
New York
|
$755K
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$362K
|
–
|
–
|
–
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$261K
|
-$25.3K
|
-1,773
|
-7%
|
|
|
6
|
|
$245K
|
+$190K
|
+13,305
|
+145%
|
|
|
7
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$241K
|
-$557K
|
-39,060
|
-64%
|
|
|
8
|
Renaissance Technologies
New York
|
$241K
|
-$81.7K
|
-5,736
|
-21%
|
|
|
9
|
California Public Employees Retirement System
Sacramento,
California
|
$233K
|
–
|
–
|
–
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$218K
|
+$43
|
+3
|
+0%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$157K
|
+$23.3K
|
+1,638
|
+13%
|
|
|
12
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$115K
|
-$3.32K
|
-233
|
-2%
|
|
|
13
|
Marshall Wace
London,
United Kingdom
|
$67K
|
+$85.1K
|
+5,976
|
New
|
|
|
14
|
Marshall Wace North America
New York
|
$31K
|
+$40.5K
|
+2,843
|
New
|
|
|
15
|
|
$10K
|
–
|
–
|
–
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$9K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$6K
|
-$2.14K
|
-150
|
-20%
|
|
|
18
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$6K
|
+$7.58K
|
+532
|
New
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
20
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$2K
|
–
|
–
|
–
|
|
|
21
|
Segment Wealth Management
Houston,
Texas
|
–
|
-$207K
|
-14,000
|
Closed
|
|
|
22
|
LPL Financial
San Diego,
California
|
–
|
-$161K
|
-10,905
|
Closed
|
|
|
23
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
–
|
-$83K
|
-5,500
|
Closed
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$3K
|
-175
|
Closed
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
+$28
|
+2
|
New
|
|
