|
1
|
Polaris Venture Management Co V
Boston,
Massachusetts
|
$12.6M
|
–
|
–
|
–
|
|
|
2
|
|
$1.1M
|
+$937K
|
+1,575
|
New
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$323K
|
+$232K
|
+390
|
+542%
|
|
|
4
|
First Allied Advisory Services
San Diego,
California
|
$318K
|
+$271K
|
+456
|
New
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$229K
|
–
|
–
|
–
|
|
|
6
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$214K
|
+$183K
|
+308
|
New
|
|
|
7
|
Geode Capital Management
Boston,
Massachusetts
|
$138K
|
+$118K
|
+199
|
New
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$70K
|
+$59.5K
|
+100
|
New
|
|
|
9
|
Bank of New York Mellon
New York
|
$60K
|
+$51.2K
|
+86
|
New
|
|
|
10
|
Millennium Management
New York
|
$50K
|
+$42.3K
|
+71
|
New
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$47K
|
+$40.5K
|
+68
|
New
|
|
|
12
|
Dimensional Fund Advisors
Austin,
Texas
|
$37K
|
+$31.5K
|
+53
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$29K
|
+$9.52K
|
+16
|
+64%
|
|
|
14
|
IHT Wealth Management
Chicago,
Illinois
|
$11K
|
+$10.7K
|
+18
|
New
|
|
|
15
|
|
$7K
|
+$6.55K
|
+11
|
New
|
|
|
16
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4K
|
+$2.98K
|
+5
|
New
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3K
|
+$2.98K
|
+5
|
New
|
|
|
18
|
Cutler Group
San Francisco,
California
|
$3K
|
+$3.57K
|
+6
|
New
|
|
|
19
|
FNY Partners Fund
New York
|
$2K
|
+$1.78K
|
+3
|
New
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$1K
|
+$1.19K
|
+2
|
New
|
|
|
21
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1K
|
+$1.19K
|
+2
|
New
|
|
|
22
|
Simplex Trading
Chicago,
Illinois
|
$1K
|
+$1.19K
|
+2
|
New
|
|
|
23
|
Virtu KCG Holdings
New York
|
–
|
-$10K
|
-84
|
Closed
|
|
