|
1
|
Equitable Holdings
New York
|
$1.09M
|
-$48.4K
|
-2,000
|
-5%
|
|
|
2
|
Bridgewater Advisors
New York
|
$741K
|
–
|
–
|
–
|
|
|
3
|
|
$708K
|
+$29.4K
|
+1,216
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$649K
|
+$604K
|
+25,000
|
New
|
|
|
5
|
DRW Securities
Chicago,
Illinois
|
$577K
|
–
|
–
|
–
|
|
|
6
|
|
$469K
|
–
|
–
|
–
|
|
|
7
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$308K
|
-$1.03M
|
-42,759
|
-78%
|
|
|
8
|
BFI Infinity
Zurich,
Switzerland
|
$289K
|
+$269K
|
+11,120
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$268K
|
+$112K
|
+4,616
|
+81%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$257K
|
+$239K
|
+9,890
|
New
|
|
|
11
|
Vontobel Holding
Zurich,
Switzerland
|
$243K
|
–
|
–
|
–
|
|
|
12
|
RhumbLine Advisers
Boston,
Massachusetts
|
$52.2K
|
+$9.19K
|
+380
|
+23%
|
|
|
13
|
|
$34.4K
|
-$5.61K
|
-232
|
-15%
|
|
|
14
|
Clearstead Advisors
Cleveland,
Ohio
|
$25.9K
|
+$24.2K
|
+1,000
|
New
|
|
|
15
|
NBT Bank
Norwich,
New York
|
$10.5K
|
–
|
–
|
–
|
|
|
16
|
MTM Investment Management
Spartanburg,
South Carolina
|
$1.77K
|
–
|
–
|
–
|
|
|
17
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$441
|
+$411
|
+17
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$14
|
-$13.2K
|
-547
|
-100%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$409K
|
-18,205
|
Closed
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$311K
|
-13,838
|
Closed
|
|
|
21
|
|
–
|
-$294K
|
-13,109
|
Closed
|
|
|
22
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
–
|
-$6.63K
|
-295
|
Closed
|
|
|
23
|
Blue Trust Inc
Alpharetta,
Georgia
|
–
|
-$4.47K
|
-199
|
Closed
|
|
|
24
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$1.1K
|
-49
|
Closed
|
|
|
25
|
Covestor
London,
United Kingdom
|
–
|
+$290
|
+12
|
+240%
|
|
