|
1
|
Geode Capital Management
Boston,
Massachusetts
|
$250K
|
+$250K
|
+9,796
|
+316%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$87.3K
|
+$115K
|
+4,498
|
New
|
|
|
3
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$51.5K
|
–
|
–
|
–
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$29.4K
|
+$38.8K
|
+1,518
|
New
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$21.7K
|
–
|
–
|
–
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.9K
|
+$25.6K
|
+1,000
|
New
|
|
|
7
|
|
$19.4K
|
–
|
–
|
–
|
|
|
8
|
Vontobel Holding
Zurich,
Switzerland
|
$19.4K
|
–
|
–
|
–
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.88K
|
+$5.11K
|
+200
|
New
|
|
|
10
|
|
$3.61K
|
+$1.15K
|
+45
|
+32%
|
|
|
11
|
Naples Money Management
Naples,
Florida
|
$1.36K
|
+$1.53K
|
+60
|
+600%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.2K
|
+$1.58K
|
+62
|
New
|
|
|
13
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$933
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$900
|
–
|
–
|
–
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$632
|
+$843
|
+33
|
New
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$576
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$204
|
-$4.01K
|
-157
|
-93%
|
|
|
18
|
Aspire Private Capital
Cornelius,
North Carolina
|
$194
|
+$256
|
+10
|
New
|
|
|
19
|
Renaissance Technologies
New York
|
–
|
-$236K
|
-14,670
|
Closed
|
|
|
20
|
Two Sigma Investments
New York
|
–
|
-$74.1K
|
-4,604
|
Closed
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$36.2K
|
-2,249
|
Closed
|
|
|
22
|
|
–
|
-$28.7K
|
-1,783
|
Closed
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
–
|
-$7.89K
|
-490
|
Closed
|
|
|
24
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$161
|
-10
|
Closed
|
|
|
25
|
LGT Financial Advisors
Dallas,
Texas
|
–
|
-$58
|
-4
|
Closed
|
|
