|
1
|
|
$70.1M
|
-$11.6M
|
-96,264
|
-14%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$46M
|
+$7.72M
|
+64,142
|
+20%
|
|
|
3
|
Wharton Business Group
Malvern,
Pennsylvania
|
$21.6M
|
+$395K
|
+3,280
|
+2%
|
|
|
4
|
|
$9.73M
|
+$2.17K
|
+18
|
+0%
|
|
|
5
|
|
$6.1M
|
+$6.15M
|
+51,107
|
New
|
|
|
6
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.37M
|
–
|
–
|
–
|
|
|
7
|
Fisher Asset Management
Camas,
Washington
|
$5.11M
|
-$104K
|
-860
|
-2%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.8M
|
-$2.1M
|
-17,408
|
-30%
|
|
|
9
|
Barings
Charlotte,
North Carolina
|
$4.59M
|
–
|
–
|
–
|
|
|
10
|
Sunflower Bank
Dallas,
Texas
|
$4.01M
|
-$340K
|
-2,826
|
-8%
|
|
|
11
|
Slow Capital
Greenbrae,
California
|
$3.81M
|
+$1.28M
|
+10,599
|
+50%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.51M
|
+$511K
|
+4,245
|
+17%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$3.24M
|
-$715K
|
-5,937
|
-18%
|
|
|
14
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$3.08M
|
+$698K
|
+5,800
|
+29%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$2.62M
|
+$742K
|
+6,162
|
+39%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.49M
|
-$391K
|
-3,248
|
-13%
|
|
|
17
|
Sentinel Trust
Houston,
Texas
|
$2.25M
|
–
|
–
|
–
|
|
|
18
|
Maryland Capital Management
Towson,
Maryland
|
$1.85M
|
+$1.87M
|
+15,529
|
New
|
|
|
19
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.47M
|
+$300K
|
+2,496
|
+26%
|
|
|
20
|
NTV Asset Management
Charleston,
West Virginia
|
$1.18M
|
-$12K
|
-100
|
-1%
|
|
|
21
|
Baker Avenue Asset Management
San Francisco,
California
|
$989K
|
+$12K
|
+100
|
+1%
|
|
|
22
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$974K
|
+$361
|
+3
|
+0%
|
|
|
23
|
Kore Private Wealth
New York
|
$951K
|
+$13K
|
+108
|
+1%
|
|
|
24
|
|
$951K
|
+$959K
|
+7,968
|
New
|
|
|
25
|
Fidelity International
Hamilton,
Bermuda
|
$845K
|
-$80.9K
|
-672
|
-9%
|
|
