|
1
|
Polaris Venture Management Co V
Boston,
Massachusetts
|
$8.59M
|
–
|
–
|
–
|
|
|
2
|
|
$772K
|
+$23.8K
|
+44
|
+3%
|
|
|
3
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$309K
|
+$185K
|
+342
|
+111%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$240K
|
+$20K
|
+37
|
+8%
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$229K
|
–
|
–
|
–
|
|
|
6
|
First Allied Advisory Services
San Diego,
California
|
$203K
|
-$15.7K
|
-29
|
-6%
|
|
|
7
|
Geode Capital Management
Boston,
Massachusetts
|
$95K
|
–
|
–
|
–
|
|
|
8
|
Virtu KCG Holdings
New York
|
$84K
|
+$95.6K
|
+177
|
New
|
|
|
9
|
Bank of New York Mellon
New York
|
$43K
|
+$2.7K
|
+5
|
+6%
|
|
|
10
|
IHT Wealth Management
Chicago,
Illinois
|
$38K
|
+$1.08K
|
+2
|
+11%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$33K
|
–
|
–
|
–
|
|
|
12
|
Dimensional Fund Advisors
Austin,
Texas
|
$26K
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$20K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$8K
|
+$9.18K
|
+17
|
New
|
|
|
15
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$4K
|
+$3.78K
|
+7
|
+350%
|
|
|
16
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
18
|
Group One Trading
Chicago,
Illinois
|
$2K
|
+$2.16K
|
+4
|
New
|
|
|
19
|
|
$1K
|
-$4.86K
|
-9
|
-82%
|
|
|
20
|
Cutler Group
San Francisco,
California
|
$1K
|
-$1.08K
|
-2
|
-33%
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$1K
|
+$1.62K
|
+3
|
New
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$70K
|
-100
|
Closed
|
|
|
24
|
Millennium Management
New York
|
–
|
-$50K
|
-71
|
Closed
|
|
|
25
|
FNY Partners Fund
New York
|
–
|
-$2K
|
-3
|
Closed
|
|
