|
1
|
CX Institutional
Auburn,
Indiana
|
$5.02M
|
+$120K
|
+1,764
|
+3%
|
|
|
2
|
|
$4.55M
|
+$252K
|
+3,715
|
+6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.78M
|
+$2.16M
|
+31,745
|
+141%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.9M
|
-$138K
|
-2,035
|
-5%
|
|
|
5
|
|
$2.49M
|
+$1.2M
|
+17,675
|
+98%
|
|
|
6
|
NEPC LLC
Boston,
Massachusetts
|
$2.16M
|
–
|
–
|
–
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$2.07M
|
+$2.02M
|
+29,691
|
New
|
|
|
8
|
Equitable Holdings
New York
|
$1.96M
|
+$11.6K
|
+170
|
+0.6%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.69M
|
+$1.06M
|
+15,556
|
+177%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$1.49M
|
+$66.9K
|
+985
|
+5%
|
|
|
11
|
Swiss Life Asset Management
Zurich,
|
$1.27M
|
-$107K
|
-1,569
|
-3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.19M
|
-$407K
|
-5,987
|
-26%
|
|
|
13
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.06M
|
–
|
–
|
–
|
|
|
14
|
Millburn Ridgefield Corp
New York
|
$1.03M
|
+$16.1K
|
+237
|
+2%
|
|
|
15
|
Catalyst Capital Advisors
Huntington,
New York
|
$1.03M
|
+$12.8K
|
+189
|
+1%
|
|
|
16
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$802K
|
+$5.64K
|
+83
|
+0.7%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$555K
|
-$166K
|
-2,447
|
-23%
|
|
|
18
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$503K
|
–
|
–
|
–
|
|
|
19
|
Northern Trust
Chicago,
Illinois
|
$418K
|
+$3.6K
|
+53
|
+0.9%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$390K
|
+$142K
|
+2,088
|
+59%
|
|
|
21
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$386K
|
–
|
–
|
–
|
|
|
22
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$383K
|
-$20.4K
|
-300
|
-5%
|
|
|
23
|
Colorado Capital Management
Boulder,
Colorado
|
$356K
|
–
|
–
|
–
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$356K
|
+$13.6K
|
+200
|
+4%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$354K
|
+$345K
|
+5,074
|
New
|
|
