|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.84M
|
+$1.22M
|
+1,426
|
+39%
|
|
|
2
|
|
$3.92M
|
+$151K
|
+177
|
+5%
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$1.15M
|
+$287K
|
+336
|
+39%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$1.09M
|
+$182K
|
+213
|
+23%
|
|
|
5
|
|
$857K
|
+$553K
|
+647
|
+257%
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$849K
|
-$31.6K
|
-37
|
-4%
|
|
|
7
|
Valeo Financial Advisors
Carmel,
Indiana
|
$704K
|
+$631K
|
+738
|
New
|
|
|
8
|
Belpointe Asset Management
Reno,
Nevada
|
$572K
|
-$57.3K
|
-67
|
-10%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$468K
|
+$169K
|
+198
|
+68%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$399K
|
–
|
–
|
–
|
|
|
11
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$396K
|
+$58.2K
|
+68
|
+20%
|
|
|
12
|
Nuveen
Charlotte,
North Carolina
|
$389K
|
-$1.71K
|
-2
|
-0.5%
|
|
|
13
|
Bank of New York Mellon
New York
|
$245K
|
+$67.6K
|
+79
|
+44%
|
|
|
14
|
Levin Capital Strategies
New York
|
$220K
|
-$18.8K
|
-22
|
-9%
|
|
|
15
|
XML Financial
Bethesda,
Maryland
|
$215K
|
–
|
–
|
–
|
|
|
16
|
|
$213K
|
+$142K
|
+166
|
+286%
|
|
|
17
|
First Wilshire Securities Management
Pasadena,
California
|
$212K
|
+$94.9K
|
+111
|
+100%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$201K
|
+$180K
|
+211
|
New
|
|
|
19
|
AQR Capital Management
Greenwich,
Connecticut
|
$176K
|
–
|
–
|
–
|
|
|
20
|
Charles Schwab
San Francisco,
California
|
$164K
|
–
|
–
|
–
|
|
|
21
|
|
$136K
|
+$85.5K
|
+100
|
+233%
|
|
|
22
|
|
$136K
|
+$91.5K
|
+107
|
+306%
|
|
|
23
|
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
$126K
|
+$10.3K
|
+12
|
+10%
|
|
|
24
|
Tradition Wealth Management
Edina,
Minnesota
|
$110K
|
+$99.2K
|
+116
|
New
|
|
|
25
|
New York State Common Retirement Fund
Albany,
New York
|
$95K
|
–
|
–
|
–
|
|
