|
1
|
Bank of America
Charlotte,
North Carolina
|
$19.8M
|
+$35.2M
|
+13,034,536
|
+56,671,896%
|
|
|
2
|
|
$3.3M
|
+$5.86M
|
+2,169,233
|
New
|
|
|
3
|
Angel Oak Capital Advisors
Atlanta,
Georgia
|
$1.81M
|
-$5.8M
|
-2,144,220
|
-64%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.61M
|
+$2.81M
|
+1,041,443
|
+5,293%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$1.59M
|
+$2.75M
|
+1,019,197
|
+3,772%
|
|
|
6
|
Curated Wealth Partners
El Segundo,
California
|
$1.01M
|
+$1.8M
|
+666,667
|
New
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$855K
|
+$1.52M
|
+562,756
|
New
|
|
|
8
|
Miracle Mile Advisors
Los Angeles,
California
|
$661K
|
+$1.18M
|
+434,748
|
New
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$595K
|
+$1.06M
|
+391,330
|
New
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$436K
|
+$775K
|
+286,667
|
New
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$419K
|
+$744K
|
+275,385
|
New
|
|
|
12
|
Axxcess Wealth Management
Carlsbad,
California
|
$324K
|
+$577K
|
+213,334
|
New
|
|
|
13
|
Rinkey Investments
San Diego,
California
|
$231K
|
+$411K
|
+152,017
|
New
|
|
|
14
|
Silvercrest Asset Management
New York
|
$192K
|
–
|
–
|
–
|
|
|
15
|
|
$180K
|
+$316K
|
+116,992
|
+7,799%
|
|
|
16
|
Charles Schwab
San Francisco,
California
|
$167K
|
+$296K
|
+109,577
|
New
|
|
|
17
|
Beacon Pointe Advisors
Newport Beach,
California
|
$158K
|
+$281K
|
+104,000
|
New
|
|
|
18
|
Barclays
London,
United Kingdom
|
$119K
|
+$211K
|
+77,945
|
+25,389%
|
|
|
19
|
|
$109K
|
+$193K
|
+71,539
|
New
|
|
|
20
|
New York State Common Retirement Fund
Albany,
New York
|
$109K
|
+$193K
|
+71,500
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$91.5K
|
-$5.7K
|
-2,109
|
-3%
|
|
|
22
|
Nuveen
Charlotte,
North Carolina
|
$87.3K
|
+$155K
|
+57,454
|
New
|
|
|
23
|
Bank of New York Mellon
New York
|
$81.8K
|
+$145K
|
+53,829
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$80.7K
|
+$144K
|
+53,121
|
New
|
|
|
25
|
BlackDiamond Wealth Management
New York
|
$75K
|
+$135K
|
+50,000
|
New
|
|
