|
1
|
Polaris Venture Management Co V
Boston,
Massachusetts
|
$7.4M
|
–
|
–
|
–
|
|
|
2
|
|
$660K
|
-$3.26K
|
-8
|
-0.5%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$232K
|
+$27.7K
|
+68
|
+14%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$81K
|
–
|
–
|
–
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$53K
|
-$81.5K
|
-200
|
-61%
|
|
|
6
|
Bank of New York Mellon
New York
|
$35K
|
-$2.04K
|
-5
|
-5%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$28K
|
–
|
–
|
–
|
|
|
8
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$24K
|
+$20.4K
|
+50
|
+556%
|
|
|
9
|
Two Sigma Securities
New York
|
$23K
|
+$23.2K
|
+57
|
New
|
|
|
10
|
Dimensional Fund Advisors
Austin,
Texas
|
$22K
|
–
|
–
|
–
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$17K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$14K
|
+$6.92K
|
+17
|
+100%
|
|
|
13
|
IHT Wealth Management
Chicago,
Illinois
|
$9K
|
–
|
–
|
–
|
|
|
14
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3K
|
+$815
|
+2
|
+40%
|
|
|
15
|
Cutler Group
San Francisco,
California
|
$3K
|
+$1.63K
|
+4
|
+100%
|
|
|
16
|
Group One Trading
Chicago,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
18
|
|
$1K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$1K
|
+$407
|
+1
|
+50%
|
|
|
21
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
–
|
-$309K
|
-650
|
Closed
|
|
|
22
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$203K
|
-427
|
Closed
|
|
