|
1
|
BIOS Capital Management
Fort Worth,
Texas
|
$6.9M
|
–
|
–
|
–
|
|
|
2
|
Davenport & Co
Richmond,
Virginia
|
$4.9M
|
+$1.62M
|
+1,366,703
|
+47%
|
|
|
3
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$3.95M
|
+$517K
|
+436,988
|
+15%
|
|
|
4
|
|
$1.45M
|
+$348K
|
+293,631
|
+30%
|
|
|
5
|
Chescapmanager
Baltimore,
Maryland
|
$1.15M
|
–
|
–
|
–
|
|
|
6
|
Geode Capital Management
Boston,
Massachusetts
|
$1.05M
|
-$12.1K
|
-10,202
|
-1%
|
|
|
7
|
Renaissance Technologies
New York
|
$797K
|
-$502K
|
-423,848
|
-38%
|
|
|
8
|
Hilton Capital Management
Garden City,
New York
|
$631K
|
–
|
–
|
–
|
|
|
9
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$584K
|
+$52.7K
|
+44,536
|
+10%
|
|
|
10
|
CM Management
Gulf Breeze,
Florida
|
$518K
|
+$59.2K
|
+50,000
|
+13%
|
|
|
11
|
Dauntless Investment Group
Etna,
New Hampshire
|
$427K
|
-$70.2K
|
-59,299
|
-14%
|
|
|
12
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$417K
|
+$29K
|
+24,500
|
+7%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$401K
|
+$40.8K
|
+34,500
|
+11%
|
|
|
14
|
Tocqueville Asset Management
New York
|
$369K
|
+$149K
|
+125,500
|
+64%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$251K
|
+$168K
|
+141,663
|
+184%
|
|
|
16
|
American Financial Group
Cincinnati,
Ohio
|
$236K
|
–
|
–
|
–
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$205K
|
+$11.3K
|
+9,516
|
+6%
|
|
|
18
|
Voss Capital
Houston,
Texas
|
$201K
|
-$29.6K
|
-25,000
|
-13%
|
|
|
19
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$165K
|
+$23.7K
|
+20,000
|
+16%
|
|
|
20
|
Charles Schwab
San Francisco,
California
|
$97.7K
|
–
|
–
|
–
|
|
|
21
|
|
$96K
|
+$15.7K
|
+13,272
|
+19%
|
|
|
22
|
XTX Topco
George Town,
Cayman Islands
|
$90.2K
|
-$139K
|
-117,332
|
-60%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$90K
|
+$7.24K
|
+6,114
|
+8%
|
|
|
24
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$74.2K
|
-$6.39K
|
-5,400
|
-8%
|
|
|
25
|
|
$60.4K
|
–
|
–
|
–
|
|
