|
1
|
|
$17.6M
|
+$8.79M
|
+1,619,761
|
+98%
|
|
|
2
|
|
$11.5M
|
+$2.64M
|
+486,326
|
+41%
|
|
|
3
|
Millennium Management
New York
|
$8.16M
|
+$6.44M
|
+1,187,309
|
New
|
|
|
4
|
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
|
$6.01M
|
+$1.22M
|
+225,000
|
+35%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$4.89M
|
+$443K
|
+81,670
|
+13%
|
|
|
6
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.57M
|
-$4.72M
|
-870,479
|
-57%
|
|
|
7
|
|
$3.98M
|
+$1.84M
|
+339,109
|
+141%
|
|
|
8
|
|
$3.47M
|
-$550K
|
-101,435
|
-17%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$3.27M
|
+$1.22M
|
+224,635
|
+89%
|
|
|
10
|
|
$2.63M
|
–
|
–
|
–
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$2.33M
|
+$81.6K
|
+15,040
|
+5%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.4M
|
+$30.6K
|
+5,650
|
+3%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.25M
|
+$206K
|
+38,015
|
+26%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$962K
|
+$759K
|
+140,000
|
New
|
|
|
15
|
Corient IA
Miami,
Florida
|
$910K
|
+$719K
|
+132,500
|
New
|
|
|
16
|
Cantor Fitzgerald
New York
|
$687K
|
+$542K
|
+100,000
|
New
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$635K
|
+$69.8K
|
+12,874
|
+16%
|
|
|
18
|
|
$531K
|
+$322K
|
+59,388
|
+332%
|
|
|
19
|
Nuveen
Charlotte,
North Carolina
|
$513K
|
+$219K
|
+40,320
|
+117%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$476K
|
+$376K
|
+69,352
|
New
|
|
|
21
|
Blue Trust Inc
Alpharetta,
Georgia
|
$475K
|
–
|
–
|
–
|
|
|
22
|
Bank of New York Mellon
New York
|
$474K
|
+$48.1K
|
+8,876
|
+15%
|
|
|
23
|
|
$395K
|
+$312K
|
+57,546
|
New
|
|
|
24
|
Meridian Wealth Management
Lexington,
Kentucky
|
$355K
|
+$132K
|
+24,350
|
+89%
|
|
|
25
|
Private Capital Management (Florida)
Naples,
Florida
|
$344K
|
+$271K
|
+50,000
|
New
|
|
