|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$660K
|
–
|
–
|
–
|
|
|
2
|
Highbridge Capital Management
New York
|
$457K
|
-$534K
|
-83,931
|
-39%
|
|
|
3
|
Sargent Investment Group
Bethesda,
Maryland
|
$284K
|
+$66.2K
|
+10,400
|
+15%
|
|
|
4
|
|
$176K
|
+$13
|
+2
|
+0%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$165K
|
+$5.75K
|
+903
|
+2%
|
|
|
6
|
|
$72.9K
|
+$131K
|
+20,601
|
New
|
|
|
7
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$72K
|
+$4.83M
|
+759,500
|
+4,900%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$54.2K
|
+$6
|
+1
|
+0%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$12.1K
|
+$21.8K
|
+3,427
|
New
|
|
|
10
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$6.16K
|
+$62.4K
|
+9,800
|
+4,804%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$3.9K
|
-$38.2K
|
-6,000
|
-84%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3.6K
|
+$267
|
+42
|
+4%
|
|
|
13
|
|
$3.23K
|
–
|
–
|
–
|
|
|
14
|
|
$1.84K
|
-$2.55K
|
-400
|
-43%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$707
|
–
|
–
|
–
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$216
|
–
|
–
|
–
|
|
|
17
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$212
|
–
|
–
|
–
|
|
|
18
|
Rothschild Investment LLC
Chicago,
Illinois
|
$50
|
+$6
|
+1
|
+8%
|
|
|
19
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
–
|
-$299K
|
-37,734
|
Closed
|
|
|
20
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
–
|
-$299K
|
-37,734
|
Closed
|
|
|
21
|
Neville Rodie & Shaw
New York
|
–
|
-$183K
|
-23,147
|
Closed
|
|
|
22
|
LPL Financial
San Diego,
California
|
–
|
-$96.9K
|
-12,247
|
Closed
|
|
|
23
|
Renaissance Technologies
New York
|
–
|
-$70.8K
|
-8,943
|
Closed
|
|
|
24
|
Northern Trust
Chicago,
Illinois
|
–
|
-$68.1K
|
-8,606
|
Closed
|
|
|
25
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
–
|
-$63.5K
|
-8,017
|
Closed
|
|
