|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$813K
|
+$15K
|
+1,504
|
+2%
|
|
|
2
|
|
$645K
|
+$652K
|
+65,399
|
+8,175%
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$177K
|
–
|
–
|
–
|
|
|
4
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$74K
|
+$7.38K
|
+740
|
+11%
|
|
|
5
|
Bank of New York Mellon
New York
|
$50K
|
+$10.2K
|
+1,021
|
+25%
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$44K
|
-$10.2K
|
-1,020
|
-18%
|
|
|
7
|
Evercore Wealth Management
New York
|
$36K
|
–
|
–
|
–
|
|
|
8
|
|
$26K
|
+$15.3K
|
+1,530
|
+129%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$22K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$15K
|
+$13.1K
|
+1,310
|
+550%
|
|
|
11
|
Brown Advisory
Baltimore,
Maryland
|
$12K
|
–
|
–
|
–
|
|
|
12
|
National Planning Corporation
El Segundo,
California
|
$11K
|
-$199
|
-20
|
-2%
|
|
|
13
|
Williams Jones & Associates
New York
|
$8K
|
–
|
–
|
–
|
|
|
14
|
|
$7K
|
–
|
–
|
–
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4K
|
+$10
|
+1
|
+0.3%
|
|
|
16
|
|
$2K
|
-$1.33K
|
-133
|
-42%
|
|
|
17
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$2K
|
+$2K
|
+200
|
New
|
|
|
18
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$2K
|
+$2K
|
+200
|
New
|
|
|
19
|
American International Group
New York
|
$1.78K
|
+$1.82K
|
+183
|
New
|
|
|
20
|
Formidable Asset Management
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
21
|
Hudock Inc
Williamsport,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$27K
|
-2,894
|
Closed
|
|
|
23
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$12K
|
-1,278
|
Closed
|
|
|
24
|
|
–
|
+$10
|
+1
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
–
|
+$50
|
+5
|
+167%
|
|
