|
26
|
US Bancorp
Minneapolis,
Minnesota
|
$99K
|
–
|
–
|
–
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$73K
|
+$52.9K
|
+3,436
|
+297%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$47K
|
+$8.71K
|
+566
|
+24%
|
|
|
29
|
Meadow Creek Investment Management
Atlanta,
Georgia
|
$35K
|
+$33.5K
|
+2,176
|
New
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$29K
|
+$13.8K
|
+897
|
+95%
|
|
|
31
|
Elkfork Partners
Portland,
Oregon
|
$28K
|
+$27.6K
|
+1,792
|
New
|
|
|
32
|
Riverhead Capital Management
Wilmington,
Delaware
|
$25K
|
–
|
–
|
–
|
|
|
33
|
|
$22K
|
-$616
|
-40
|
-3%
|
|
|
34
|
Glen Harbor Capital Management
San Diego,
California
|
$22K
|
+$21.7K
|
+1,408
|
New
|
|
|
35
|
Zions Bancorporation
Salt Lake City,
Utah
|
$21K
|
+$2.2K
|
+143
|
+12%
|
|
|
36
|
Proficio Capital Partners
Newton,
Massachusetts
|
$18K
|
–
|
–
|
–
|
|
|
37
|
Neuburgh Advisers
Los Angeles,
California
|
$16K
|
+$15.8K
|
+1,024
|
New
|
|
|
38
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$11K
|
-$1.92K
|
-125
|
-15%
|
|
|
39
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$10K
|
–
|
–
|
–
|
|
|
40
|
SEI Investments
Oaks,
Pennsylvania
|
$10K
|
+$1.11K
|
+72
|
+12%
|
|
|
41
|
Parallel Advisors
San Francisco,
California
|
$10K
|
+$9.26K
|
+602
|
New
|
|
|
42
|
|
$8K
|
-$3.77K
|
-245
|
-33%
|
|
|
43
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$8K
|
–
|
–
|
–
|
|
|
44
|
Next Financial Group
Houston,
Texas
|
$8K
|
–
|
–
|
–
|
|
|
45
|
Whitnell & Co
Oak Brook,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
46
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$3K
|
-$400
|
-26
|
-8%
|
|
|
47
|
Kanaly Trust
Houston,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
48
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$2K
|
-$49K
|
-3,185
|
-95%
|
|
|
49
|
Winfield Associates
Cleveland,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
50
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$18.6M
|
-1,182,900
|
Closed
|
|
