|
1
|
Beach Point Capital Management
Santa Monica,
California
|
$31.3M
|
-$4.28M
|
-1,971,290
|
-9%
|
|
|
2
|
Lockheed Martin
Bethesda,
Maryland
|
$20.9M
|
–
|
–
|
–
|
|
|
3
|
Stone Summit Wealth
Miami,
Florida
|
$10.9M
|
+$15M
|
+6,916,031
|
New
|
|
|
4
|
Blue Barn Wealth
Orem,
Utah
|
$10.1M
|
-$2.08M
|
-956,140
|
-13%
|
|
|
5
|
Francisco Partners Management
San Francisco,
California
|
$7.64M
|
-$888K
|
-408,680
|
-8%
|
|
|
6
|
Vanguard Group
Malvern,
Pennsylvania
|
$5.44M
|
+$5.54M
|
+2,549,789
|
+286%
|
|
|
7
|
|
$3.99M
|
+$1.58M
|
+726,419
|
+40%
|
|
|
8
|
Millennium Management
New York
|
$2.61M
|
+$1.51M
|
+695,670
|
+73%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.47M
|
+$145K
|
+66,935
|
+8%
|
|
|
10
|
Geode Capital Management
Boston,
Massachusetts
|
$1.39M
|
+$432K
|
+198,763
|
+29%
|
|
|
11
|
Royce & Associates
New York
|
$1.32M
|
+$652K
|
+300,000
|
+56%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$889K
|
+$212K
|
+97,448
|
+21%
|
|
|
13
|
Charles Schwab
San Francisco,
California
|
$613K
|
+$94.6K
|
+43,508
|
+13%
|
|
|
14
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$579K
|
+$75.7K
|
+34,824
|
+10%
|
|
|
15
|
Meteora Capital
Boca Raton,
Florida
|
$569K
|
+$1.2M
|
+549,833
|
New
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$563K
|
+$248K
|
+114,230
|
+47%
|
|
|
17
|
Penserra Capital Management
Orinda,
California
|
$410K
|
+$180K
|
+82,913
|
+47%
|
|
|
18
|
Corbin Capital Partners
New York
|
$405K
|
+$558K
|
+256,588
|
New
|
|
|
19
|
Bank of New York Mellon
New York
|
$228K
|
+$118K
|
+54,466
|
+60%
|
|
|
20
|
XTX Topco
George Town,
Cayman Islands
|
$191K
|
+$263K
|
+121,027
|
New
|
|
|
21
|
Register Financial Advisors
Atlanta,
Georgia
|
$182K
|
+$250K
|
+115,000
|
New
|
|
|
22
|
Atalaya Capital Management
New York
|
$174K
|
+$239K
|
+109,966
|
New
|
|
|
23
|
|
$153K
|
+$138K
|
+63,260
|
+189%
|
|
|
24
|
Virtue Capital Management
Brentwood,
Tennessee
|
$147K
|
–
|
–
|
–
|
|
|
25
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$143K
|
+$151K
|
+69,283
|
+328%
|
|
