|
1
|
Jasper Ridge Partners
Menlo Park,
California
|
$7.45M
|
–
|
–
|
–
|
|
|
2
|
Marotta Asset Management
Charlottesville,
Virginia
|
$7.44M
|
-$582K
|
-13,188
|
-7%
|
|
|
3
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.88M
|
+$405K
|
+9,177
|
+17%
|
|
|
4
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$980K
|
+$693K
|
+15,702
|
+271%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$910K
|
+$772K
|
+17,488
|
+709%
|
|
|
6
|
Equitable Holdings
New York
|
$850K
|
+$44
|
+1
|
+0%
|
|
|
7
|
|
$762K
|
-$1.16M
|
-26,162
|
-61%
|
|
|
8
|
Ballentine Partners
Waltham,
Massachusetts
|
$369K
|
–
|
–
|
–
|
|
|
9
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$369K
|
–
|
–
|
–
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$341K
|
-$294K
|
-6,667
|
-47%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$323K
|
-$2.65K
|
-60
|
-0.8%
|
|
|
12
|
SPC Financial Inc
Rockville,
Maryland
|
$285K
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$268K
|
–
|
–
|
–
|
|
|
14
|
DRW Securities
Chicago,
Illinois
|
$260K
|
–
|
–
|
–
|
|
|
15
|
|
$162K
|
-$37.8K
|
-855
|
-19%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$138K
|
+$57K
|
+1,292
|
+74%
|
|
|
17
|
Advantage Trust Company
Salina,
Kansas
|
$82.1K
|
–
|
–
|
–
|
|
|
18
|
Blue Trust Inc
Alpharetta,
Georgia
|
$56.5K
|
-$6.31K
|
-143
|
-10%
|
|
|
19
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$46K
|
+$22.1K
|
+500
|
+100%
|
|
|
20
|
RhumbLine Advisers
Boston,
Massachusetts
|
$15.6K
|
–
|
–
|
–
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$13.7K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.95K
|
-$177
|
-4
|
-4%
|
|
|
23
|
William Blair & Company
Chicago,
Illinois
|
$4.06K
|
+$3.93K
|
+89
|
New
|
|
|
24
|
CX Institutional
Auburn,
Indiana
|
$4K
|
+$44
|
+1
|
+1%
|
|
|
25
|
4Thought Financial Group
Syosset,
New York
|
$1.95K
|
+$44
|
+1
|
+2%
|
|
