|
1
|
|
$10M
|
–
|
–
|
–
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.44M
|
+$1.15M
|
+273,472
|
+29%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.56M
|
+$4.02M
|
+954,994
|
+8,563%
|
|
|
4
|
Oracle Investment Management
Greenwich,
Connecticut
|
$3.3M
|
+$2.98M
|
+706,680
|
+370%
|
|
|
5
|
|
$1.56M
|
-$150K
|
-35,623
|
-8%
|
|
|
6
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.12M
|
–
|
–
|
–
|
|
|
7
|
EPIQ Partners
Minneapolis,
Minnesota
|
$1.12M
|
+$266K
|
+63,050
|
+26%
|
|
|
8
|
White Pine Capital
Bloomington,
Minnesota
|
$954K
|
+$196K
|
+46,504
|
+22%
|
|
|
9
|
Geode Capital Management
Boston,
Massachusetts
|
$943K
|
+$7.56K
|
+1,795
|
+0.7%
|
|
|
10
|
Triatomic Management
Palo Alto,
California
|
$569K
|
+$116K
|
+27,444
|
+22%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$541K
|
+$271K
|
+64,431
|
+78%
|
|
|
12
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$534K
|
-$87K
|
-20,653
|
-12%
|
|
|
13
|
|
$518K
|
-$241K
|
-57,296
|
-29%
|
|
|
14
|
Oak Ridge Investments
Chicago,
Illinois
|
$429K
|
+$11.2K
|
+2,662
|
+2%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$349K
|
-$179K
|
-42,500
|
-31%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$298K
|
-$324
|
-77
|
-0.1%
|
|
|
17
|
Group One Trading
Chicago,
Illinois
|
$291K
|
+$274K
|
+65,043
|
+467%
|
|
|
18
|
Marshall Wace
London,
United Kingdom
|
$286K
|
+$29.9K
|
+7,103
|
+10%
|
|
|
19
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$273K
|
+$313K
|
+74,255
|
New
|
|
|
20
|
Centaurus Financial
Anaheim,
California
|
$246K
|
+$59.2K
|
+14,050
|
+27%
|
|
|
21
|
Belpointe Asset Management
Reno,
Nevada
|
$244K
|
-$31.1K
|
-7,375
|
-10%
|
|
|
22
|
Northern Trust
Chicago,
Illinois
|
$243K
|
+$11K
|
+2,614
|
+4%
|
|
|
23
|
Jacob Asset Management of New York
Hermosa Beach,
California
|
$226K
|
–
|
–
|
–
|
|
|
24
|
State of Michigan Retirement System
Lansing,
Michigan
|
$221K
|
–
|
–
|
–
|
|
|
25
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$221K
|
+$126K
|
+30,000
|
+100%
|
|
