|
1
|
|
$3.15M
|
+$73K
|
+82
|
+2%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.92M
|
-$181K
|
-203
|
-5%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$743K
|
+$571K
|
+642
|
+225%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$742K
|
+$117K
|
+132
|
+17%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$697K
|
+$42.7K
|
+48
|
+6%
|
|
|
6
|
Belpointe Asset Management
Reno,
Nevada
|
$534K
|
-$58.7K
|
-66
|
-9%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$399K
|
–
|
–
|
–
|
|
|
8
|
Nuveen
Charlotte,
North Carolina
|
$328K
|
–
|
–
|
–
|
|
|
9
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$278K
|
+$70.3K
|
+79
|
+29%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$234K
|
+$157K
|
+176
|
+152%
|
|
|
11
|
Levin Capital Strategies
New York
|
$203K
|
+$9.79K
|
+11
|
+5%
|
|
|
12
|
|
$202K
|
-$890
|
-1
|
-0.4%
|
|
|
13
|
XML Financial
Bethesda,
Maryland
|
$180K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$156K
|
+$150K
|
+169
|
+650%
|
|
|
15
|
AQR Capital Management
Greenwich,
Connecticut
|
$148K
|
+$165K
|
+185
|
New
|
|
|
16
|
Bank of New York Mellon
New York
|
$144K
|
–
|
–
|
–
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$138K
|
–
|
–
|
–
|
|
|
18
|
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
$96K
|
–
|
–
|
–
|
|
|
19
|
Glassman Wealth Services
Vienna,
Virginia
|
$92K
|
–
|
–
|
–
|
|
|
20
|
First Wilshire Securities Management
Pasadena,
California
|
$89K
|
+$98.8K
|
+111
|
New
|
|
|
21
|
New York State Common Retirement Fund
Albany,
New York
|
$80K
|
–
|
–
|
–
|
|
|
22
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$77K
|
+$72.1K
|
+81
|
New
|
|
|
23
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$73K
|
–
|
–
|
–
|
|
|
24
|
Parametric Portfolio Associates
Seattle,
Washington
|
$72K
|
-$1.78K
|
-2
|
-2%
|
|
|
25
|
WealthPLAN Partners
Omaha,
Nebraska
|
$63K
|
–
|
–
|
–
|
|
