|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.58M
|
+$864K
|
+63,614
|
+32%
|
|
|
2
|
Bandera Partners
New York
|
$4.34M
|
+$3.42M
|
+251,847
|
New
|
|
|
3
|
SVB Wealth
Boston,
Massachusetts
|
$1.59M
|
–
|
–
|
–
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$1.17M
|
-$1.01M
|
-74,396
|
-52%
|
|
|
5
|
Summit Trail Advisors
New York
|
$1.08M
|
+$41
|
+3
|
+0%
|
|
|
6
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$535K
|
-$65.4K
|
-4,814
|
-13%
|
|
|
7
|
Freestone Capital Holdings
Seattle,
Washington
|
$518K
|
–
|
–
|
–
|
|
|
8
|
Geode Capital Management
Boston,
Massachusetts
|
$477K
|
+$101K
|
+7,403
|
+36%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$398K
|
–
|
–
|
–
|
|
|
10
|
|
$224K
|
+$103K
|
+7,573
|
+139%
|
|
|
11
|
Millennium Management
New York
|
$224K
|
+$176K
|
+12,982
|
New
|
|
|
12
|
ExodusPoint Capital Management
New York
|
$207K
|
+$163K
|
+12,000
|
New
|
|
|
13
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$47K
|
+$37K
|
+2,721
|
New
|
|
|
14
|
Optimum Investment Advisors
Chicago,
Illinois
|
$26K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$10K
|
+$8.05K
|
+593
|
New
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1K
|
-$312
|
-23
|
-28%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1K
|
+$27
|
+2
|
+7%
|
|
|
19
|
Renaissance Technologies
New York
|
–
|
-$172K
|
-16,800
|
Closed
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
–
|
-$18.3K
|
-1,348
|
-98%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$2K
|
-208
|
Closed
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
–
|
+$299
|
+22
|
New
|
|
