|
1
|
CX Institutional
Auburn,
Indiana
|
$14.4M
|
+$15.2M
|
+324,669
|
New
|
|
|
2
|
Marotta Asset Management
Charlottesville,
Virginia
|
$8.05M
|
+$632K
|
+13,480
|
+8%
|
|
|
3
|
Jasper Ridge Partners
Menlo Park,
California
|
$7.09M
|
–
|
–
|
–
|
|
|
4
|
|
$5.27M
|
+$718K
|
+15,319
|
+15%
|
|
|
5
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.78M
|
+$11.7K
|
+250
|
+0.6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.16M
|
-$15.2K
|
-325
|
-1%
|
|
|
7
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.14M
|
+$38.7K
|
+825
|
+4%
|
|
|
8
|
Equitable Holdings
New York
|
$761K
|
–
|
–
|
–
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$751K
|
+$40.2K
|
+858
|
+5%
|
|
|
10
|
|
$612K
|
-$65.6K
|
-1,400
|
-9%
|
|
|
11
|
Weatherly Asset Management
Del Mar,
California
|
$435K
|
-$82.6K
|
-1,762
|
-15%
|
|
|
12
|
Millennium Management
New York
|
$417K
|
+$244K
|
+5,204
|
+124%
|
|
|
13
|
Tiedemann Advisors
New York
|
$368K
|
–
|
–
|
–
|
|
|
14
|
Ballentine Partners
Waltham,
Massachusetts
|
$359K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$349K
|
+$136K
|
+2,896
|
+58%
|
|
|
16
|
SPC Financial Inc
Rockville,
Maryland
|
$277K
|
–
|
–
|
–
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$254K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$243K
|
-$108K
|
-2,304
|
-30%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$234K
|
-$492K
|
-10,494
|
-66%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$223K
|
+$229K
|
+4,881
|
New
|
|
|
21
|
Flow Traders U.S.
New York
|
$211K
|
+$223K
|
+4,764
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$55.3K
|
+$23.9K
|
+509
|
+69%
|
|
|
23
|
Syntrinsic
Denver,
Colorado
|
$49.3K
|
+$52.2K
|
+1,113
|
New
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$27.1K
|
-$19.1K
|
-408
|
-40%
|
|
