|
1
|
Handelsbanken Fonder
Stockholm,
Sweden
|
$714K
|
+$704K
|
+109,802
|
New
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$350K
|
+$17.1K
|
+2,673
|
+5%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$348K
|
-$32K
|
-5,000
|
-9%
|
|
|
4
|
Inspire Investing
Meridian,
Idaho
|
$240K
|
+$236K
|
+36,887
|
New
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$195K
|
+$59.4K
|
+9,263
|
+45%
|
|
|
6
|
|
$134K
|
–
|
–
|
–
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$103K
|
+$102K
|
+15,900
|
New
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$96.5K
|
–
|
–
|
–
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$71.4K
|
+$70.4K
|
+10,982
|
New
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$56.1K
|
+$55.3K
|
+8,627
|
New
|
|
|
11
|
|
$19.5K
|
–
|
–
|
–
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$7.15K
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.69K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$70
|
–
|
–
|
–
|
|
|
15
|
Barclays
London,
United Kingdom
|
–
|
-$393K
|
-66,759
|
Closed
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$29.5K
|
-5,001
|
Closed
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$9.8K
|
-1,659
|
Closed
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$589
|
-100
|
Closed
|
|
|
19
|
Tradewinds Capital Management
Bellingham,
Washington
|
–
|
-$107
|
-18
|
Closed
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
+$423
|
+66
|
New
|
|
