|
1
|
|
$165M
|
-$25.8M
|
-682,028
|
-13%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$83.5M
|
+$53.7K
|
+1,416
|
+0.1%
|
|
|
3
|
|
$59.9M
|
-$253K
|
-6,664
|
-0.4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$50.2M
|
-$5.11M
|
-134,830
|
-9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$44.1M
|
-$11.5M
|
-303,062
|
-20%
|
|
|
6
|
Permanens Capital
New York
|
$40.9M
|
-$27.3M
|
-719,488
|
-39%
|
|
|
7
|
Karp Capital Management
Sausalito,
California
|
$16M
|
+$16.5M
|
+435,552
|
New
|
|
|
8
|
|
$15.9M
|
+$15.8M
|
+417,278
|
+3,044%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.1M
|
+$288K
|
+7,598
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$13.7M
|
-$563K
|
-14,854
|
-4%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$10.7M
|
+$8.11M
|
+214,124
|
+275%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10.2M
|
+$10.5M
|
+277,344
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$7.36M
|
+$575K
|
+15,172
|
+8%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.79M
|
+$5.64M
|
+148,836
|
+417%
|
|
|
15
|
Private Portfolio Partners
Paramus,
New Jersey
|
$6.16M
|
+$190K
|
+5,026
|
+3%
|
|
|
16
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.04M
|
+$73.3K
|
+1,934
|
+1%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$5.66M
|
+$5.83M
|
+153,942
|
New
|
|
|
18
|
|
$5.38M
|
+$5.54M
|
+146,166
|
New
|
|
|
19
|
Lake Street Private Wealth
Chicago,
Illinois
|
$5.22M
|
+$3.04M
|
+80,134
|
+130%
|
|
|
20
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$5.2M
|
-$74.3K
|
-1,962
|
-1%
|
|
|
21
|
Conning Inc
Hartford,
Connecticut
|
$5.14M
|
–
|
–
|
–
|
|
|
22
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$4.97M
|
+$29.9K
|
+790
|
+0.6%
|
|
|
23
|
Raymond James Trust
St. Petersburg,
Florida
|
$4.13M
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$3.62M
|
-$3.59M
|
-94,768
|
-49%
|
|
|
25
|
Bank of New York Mellon
New York
|
$3.53M
|
+$175K
|
+4,624
|
+5%
|
|
