|
1
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$117M
|
+$13.6M
|
+409,300
|
+13%
|
|
|
2
|
|
$46.2M
|
-$7.22M
|
-217,809
|
-14%
|
|
|
3
|
Russell Investments Group
London,
United Kingdom
|
$36.6M
|
+$36.5M
|
+1,100,300
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$25.2M
|
+$3.69M
|
+111,185
|
+17%
|
|
|
5
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$14M
|
-$449K
|
-13,536
|
-3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$12.7M
|
+$2.81M
|
+84,690
|
+29%
|
|
|
7
|
Millennium Management
New York
|
$11.1M
|
+$10.7M
|
+323,957
|
+3,059%
|
|
|
8
|
Karp Capital Management
Sausalito,
California
|
$10.5M
|
+$254K
|
+7,667
|
+2%
|
|
|
9
|
|
$8.13M
|
–
|
–
|
–
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$7.11M
|
+$259K
|
+7,822
|
+4%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.69M
|
+$404K
|
+12,191
|
+8%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.8M
|
+$1.12M
|
+33,832
|
+31%
|
|
|
13
|
BNP Paribas Financial Markets
Paris,
France
|
$4.57M
|
+$33.2K
|
+1,000
|
+0.7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.69M
|
-$962K
|
-28,996
|
-21%
|
|
|
15
|
Sierra Capital
Miami,
Florida
|
$2.78M
|
–
|
–
|
–
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.5M
|
+$1.84M
|
+55,537
|
+280%
|
|
|
17
|
Great Lakes Advisors
Chicago,
Illinois
|
$2.47M
|
+$23K
|
+694
|
+0.9%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.38M
|
+$41.6K
|
+1,255
|
+2%
|
|
|
19
|
Wintrust Investments
Chicago,
Illinois
|
$2.25M
|
+$119K
|
+3,592
|
+6%
|
|
|
20
|
Destination Wealth Management
Walnut Creek,
California
|
$2.14M
|
+$50.3K
|
+1,518
|
+2%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.12M
|
-$16.1K
|
-486
|
-0.8%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.69M
|
+$1.66M
|
+50,096
|
+6,724%
|
|
|
23
|
NBT Bank
Norwich,
New York
|
$1.66M
|
-$19.3K
|
-581
|
-1%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$1.62M
|
+$147K
|
+4,429
|
+10%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$1.6M
|
+$332K
|
+10,007
|
+26%
|
|
