|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$73.7M
|
-$7.42M
|
-398,986
|
-9%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.87M
|
-$1.03M
|
-55,242
|
-34%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$754K
|
+$244K
|
+13,102
|
+43%
|
|
|
4
|
|
$338K
|
+$119K
|
+6,418
|
+49%
|
|
|
5
|
William Blair & Company
Chicago,
Illinois
|
$300K
|
-$59K
|
-3,172
|
-15%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$150K
|
+$161K
|
+8,682
|
New
|
|
|
7
|
|
$141K
|
-$2.34K
|
-126
|
-2%
|
|
|
8
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$118K
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$104K
|
-$152K
|
-8,183
|
-58%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$29K
|
-$18.8K
|
-1,013
|
-38%
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$11K
|
+$2.77K
|
+149
|
+32%
|
|
|
12
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$4K
|
+$1.26K
|
+68
|
+47%
|
|
|
13
|
MSI Financial Services
Springfield,
Massachusetts
|
$4K
|
+$4.65K
|
+250
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$1K
|
+$372
|
+20
|
+32%
|
|
|
17
|
Bank of New York Mellon
New York
|
–
|
-$499K
|
-27,804
|
Closed
|
|
|
18
|
Lehman Financial Resources
Media,
Pennsylvania
|
–
|
-$19K
|
-1,100
|
Closed
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
–
|
-$9K
|
-474
|
Closed
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
–
|
-$5K
|
-260
|
Closed
|
|
|
21
|
Atwood & Palmer
Kansas City,
Missouri
|
–
|
-$4K
|
-201
|
Closed
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$3K
|
-176
|
Closed
|
|
|
23
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
–
|
-$2K
|
-113
|
Closed
|
|
|
24
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
+$502
|
+27
|
New
|
|
