|
1
|
Institutional Venture Management XIV
Menlo Park,
California
|
$91.6M
|
–
|
–
|
–
|
|
|
2
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$80.4M
|
+$8.33M
|
+451,784
|
+15%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$38.6M
|
–
|
–
|
–
|
|
|
4
|
|
$20.5M
|
+$3.83M
|
+207,487
|
+32%
|
|
|
5
|
ClearBridge Investments
New York
|
$18.4M
|
+$2.47M
|
+134,157
|
+21%
|
|
|
6
|
Ashford Capital Management
Wilmington,
Delaware
|
$14M
|
+$9.64M
|
+522,667
|
+773%
|
|
|
7
|
|
$11.5M
|
-$883K
|
-47,885
|
-9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.56M
|
+$4.22M
|
+228,912
|
+4,960%
|
|
|
9
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.51M
|
+$1.65M
|
+89,509
|
+90%
|
|
|
10
|
|
$4.4M
|
–
|
–
|
–
|
|
|
11
|
Mendon Capital Advisors
Key Largo,
Florida
|
$3.47M
|
+$167K
|
+9,063
|
+7%
|
|
|
12
|
Geode Capital Management
Boston,
Massachusetts
|
$2.02M
|
+$1.57M
|
+85,019
|
New
|
|
|
13
|
Northern Trust
Chicago,
Illinois
|
$1.84M
|
+$1.42M
|
+77,209
|
New
|
|
|
14
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$1.78M
|
-$461K
|
-25,000
|
-25%
|
|
|
15
|
Curi RMB Capital
Chicago,
Illinois
|
$1.7M
|
+$1.32M
|
+71,400
|
New
|
|
|
16
|
Oxford Asset Management
Oxford,
United Kingdom
|
$1.54M
|
+$371K
|
+20,114
|
+45%
|
|
|
17
|
State Street
Boston,
Massachusetts
|
$1.38M
|
+$1.07M
|
+57,795
|
New
|
|
|
18
|
|
$1.14M
|
+$879K
|
+47,687
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$1.13M
|
+$362K
|
+19,643
|
+70%
|
|
|
20
|
Charles Schwab
San Francisco,
California
|
$1.02M
|
+$791K
|
+42,931
|
New
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$722K
|
+$572K
|
+31,040
|
New
|
|
|
22
|
M&T Bank
Buffalo,
New York
|
$620K
|
+$480K
|
+26,048
|
New
|
|
|
23
|
|
$602K
|
+$466K
|
+25,288
|
New
|
|
|
24
|
Daiwa Securities Group
Tokyo,
Japan
|
$563K
|
+$436K
|
+23,640
|
New
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$547K
|
+$424K
|
+22,998
|
New
|
|
