|
1
|
Avenir Corporation
Alexandria,
Virginia
|
$2.82M
|
+$116K
|
+118,387
|
+4%
|
|
|
2
|
Skylands Capital
Milwaukee,
Wisconsin
|
$2.53M
|
+$25.7K
|
+26,195
|
+1%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.77M
|
–
|
–
|
–
|
|
|
4
|
Neuberger Berman Group
New York
|
$1.53M
|
-$97.6K
|
-99,477
|
-6%
|
|
|
5
|
Sargent Investment Group
Bethesda,
Maryland
|
$1.31M
|
-$370K
|
-377,384
|
-23%
|
|
|
6
|
Granahan Investment Management
Waltham,
Massachusetts
|
$1.1M
|
-$874K
|
-890,302
|
-42%
|
|
|
7
|
CM Management
Gulf Breeze,
Florida
|
$637K
|
-$98.1K
|
-100,000
|
-13%
|
|
|
8
|
|
$571K
|
–
|
–
|
–
|
|
|
9
|
Geode Capital Management
Boston,
Massachusetts
|
$432K
|
+$6.96K
|
+7,095
|
+2%
|
|
|
10
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$167K
|
–
|
–
|
–
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$145K
|
+$18.6K
|
+19,000
|
+14%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$132K
|
+$140K
|
+142,354
|
+5,537%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$116K
|
+$4.71K
|
+4,800
|
+4%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$98.8K
|
+$107K
|
+108,621
|
New
|
|
|
15
|
|
$97K
|
-$7.22K
|
-7,354
|
-6%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$83.3K
|
+$16.4K
|
+16,701
|
+22%
|
|
|
17
|
Renaissance Technologies
New York
|
$80.1K
|
+$8.24K
|
+8,400
|
+11%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$50K
|
+$41K
|
+41,800
|
+317%
|
|
|
19
|
Engineers Gate Manager
New York
|
$48K
|
+$51.8K
|
+52,751
|
New
|
|
|
20
|
Cable Car Capital
San Francisco,
California
|
$45.5K
|
+$49.1K
|
+50,000
|
New
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$43.7K
|
+$2.94K
|
+3,000
|
+7%
|
|
|
22
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$31.4K
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$31.4K
|
+$8
|
+8
|
+0%
|
|
|
24
|
Millennium Management
New York
|
$30.3K
|
+$32.7K
|
+33,280
|
New
|
|
|
25
|
EP Wealth Advisors
Torrance,
California
|
$25.5K
|
–
|
–
|
–
|
|
