|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$12.8M
|
+$4.1M
|
+566,328
|
+17%
|
|
|
2
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$3.73M
|
–
|
–
|
–
|
|
|
3
|
|
$3.48M
|
+$592K
|
+81,710
|
+8%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.73M
|
+$203K
|
+28,084
|
+3%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$1.19M
|
-$80.5K
|
-11,112
|
-3%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$1M
|
+$675K
|
+93,236
|
+44%
|
|
|
7
|
Millennium Management
New York
|
$466K
|
+$1.03M
|
+142,849
|
New
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$454K
|
+$648K
|
+89,521
|
+180%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$397K
|
–
|
–
|
–
|
|
|
10
|
Alpine Global Management
New York
|
$291K
|
+$539K
|
+74,458
|
+507%
|
|
|
11
|
|
$169K
|
+$230K
|
+31,790
|
+157%
|
|
|
12
|
Granby Capital Management
Miami Beach,
Florida
|
$163K
|
+$362K
|
+50,000
|
New
|
|
|
13
|
Blue Trust Inc
Alpharetta,
Georgia
|
$162K
|
–
|
–
|
–
|
|
|
14
|
Charles Schwab
San Francisco,
California
|
$161K
|
+$45.4K
|
+6,276
|
+15%
|
|
|
15
|
|
$136K
|
-$326K
|
-44,985
|
-52%
|
|
|
16
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$134K
|
+$148K
|
+20,500
|
+100%
|
|
|
17
|
Bank of New York Mellon
New York
|
$119K
|
-$125K
|
-17,224
|
-32%
|
|
|
18
|
Swan Global Investments
Durango,
Colorado
|
$115K
|
+$254K
|
+35,123
|
New
|
|
|
19
|
Wellington Management Group
Boston,
Massachusetts
|
$111K
|
+$246K
|
+33,962
|
New
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$100K
|
+$118K
|
+16,250
|
+112%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$94.9K
|
–
|
–
|
–
|
|
|
22
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$94.9K
|
–
|
–
|
–
|
|
|
23
|
LPL Financial
San Diego,
California
|
$82K
|
+$86.9K
|
+12,000
|
+91%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$80.1K
|
+$119K
|
+16,400
|
+201%
|
|
|
25
|
RhumbLine Advisers
Boston,
Massachusetts
|
$73.2K
|
+$297
|
+41
|
+0.2%
|
|
