|
1
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$108M
|
-$6.58M
|
-195,100
|
-6%
|
|
|
2
|
|
$44.1M
|
-$1.1M
|
-32,525
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$19.7M
|
-$5.15M
|
-152,842
|
-20%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
+$1.56M
|
+46,249
|
+12%
|
|
|
5
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$13.2M
|
-$476K
|
-14,137
|
-3%
|
|
|
6
|
Karp Capital Management
Sausalito,
California
|
$10.6M
|
+$349K
|
+10,356
|
+3%
|
|
|
7
|
|
$9.78M
|
+$1.91M
|
+56,618
|
+23%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$7.1M
|
+$162K
|
+4,808
|
+2%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.24M
|
+$705K
|
+20,924
|
+12%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4.53M
|
-$164K
|
-4,872
|
-3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.83M
|
+$233K
|
+6,914
|
+6%
|
|
|
12
|
|
$3.44M
|
+$2.47M
|
+73,201
|
+223%
|
|
|
13
|
Sierra Capital
Miami,
Florida
|
$2.67M
|
–
|
–
|
–
|
|
|
14
|
Great Lakes Advisors
Chicago,
Illinois
|
$2.44M
|
+$34K
|
+1,010
|
+1%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.33M
|
+$626K
|
+18,561
|
+37%
|
|
|
16
|
Wintrust Investments
Chicago,
Illinois
|
$2.18M
|
-$22.5K
|
-668
|
-1%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$2.09M
|
+$525K
|
+15,585
|
+32%
|
|
|
18
|
Millennium Management
New York
|
$2.07M
|
-$9.12M
|
-270,697
|
-81%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.07M
|
+$1.55K
|
+46
|
+0.1%
|
|
|
20
|
Destination Wealth Management
Walnut Creek,
California
|
$2.06M
|
-$33.2K
|
-984
|
-2%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.92M
|
-$416K
|
-12,329
|
-17%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.79M
|
+$461K
|
+13,681
|
+33%
|
|
|
23
|
Two Sigma Investments
New York
|
$1.78M
|
+$1.6M
|
+47,600
|
+652%
|
|
|
24
|
NBT Bank
Norwich,
New York
|
$1.61M
|
-$9.47K
|
-281
|
-0.6%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$1.6M
|
+$33.3K
|
+987
|
+2%
|
|
