|
26
|
Ameriprise
Minneapolis,
Minnesota
|
$5.44M
|
+$129K
|
+4,245
|
+2%
|
|
|
27
|
FOCUS Wealth Advisors
Houston,
Texas
|
$5.18M
|
-$759K
|
-24,992
|
-13%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$5.18M
|
+$743K
|
+24,450
|
+17%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$5.13M
|
+$1.84M
|
+60,508
|
+56%
|
|
|
30
|
ExodusPoint Capital Management
New York
|
$5.01M
|
+$692K
|
+22,779
|
+16%
|
|
|
31
|
Callahan Advisors
Houston,
Texas
|
$4.94M
|
+$30
|
+1
|
+0%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$4.46M
|
-$855K
|
-28,150
|
-16%
|
|
|
33
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$4.31M
|
+$577
|
+19
|
+0%
|
|
|
34
|
RhumbLine Advisers
Boston,
Massachusetts
|
$4.21M
|
-$151K
|
-4,984
|
-3%
|
|
|
35
|
Royce & Associates
New York
|
$4.02M
|
-$145K
|
-4,783
|
-3%
|
|
|
36
|
Legal & General Group
London,
United Kingdom
|
$3.75M
|
-$167K
|
-5,503
|
-4%
|
|
|
37
|
Nuveen
Charlotte,
North Carolina
|
$3.2M
|
–
|
–
|
–
|
|
|
38
|
Two Sigma Investments
New York
|
$3.06M
|
+$3.06M
|
+100,694
|
New
|
|
|
39
|
Swiss National Bank
Zurich,
Switzerland
|
$2.88M
|
–
|
–
|
–
|
|
|
40
|
Segment Wealth Management
Houston,
Texas
|
$2.43M
|
+$912
|
+30
|
+0%
|
|
|
41
|
|
$2.37M
|
+$47K
|
+1,545
|
+2%
|
|
|
42
|
|
$2.31M
|
-$1.86M
|
-61,211
|
-45%
|
|
|
43
|
First Trust Advisors
Wheaton,
Illinois
|
$2.28M
|
+$7.84K
|
+258
|
+0.3%
|
|
|
44
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.13M
|
+$1.01M
|
+33,085
|
+89%
|
|
|
45
|
Barclays
London,
United Kingdom
|
$2.11M
|
-$1.09M
|
-35,796
|
-34%
|
|
|
46
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$2M
|
–
|
–
|
–
|
|
|
47
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$2M
|
–
|
–
|
–
|
|
|
48
|
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
$1.95M
|
+$1.95M
|
+64,117
|
New
|
|
|
49
|
Teton Advisors
Rye,
New York
|
$1.68M
|
-$15.2K
|
-500
|
-0.9%
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$1.64M
|
+$484K
|
+15,925
|
+42%
|
|
