|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.26M
|
+$115K
|
+30
|
+8%
|
|
|
2
|
|
$1.2M
|
–
|
–
|
–
|
|
|
3
|
|
$629K
|
+$353K
|
+92
|
+88%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$556K
|
-$11.5K
|
-3
|
-2%
|
|
|
5
|
Arosa Capital Management
Miami Beach,
Florida
|
$375K
|
–
|
–
|
–
|
|
|
6
|
Geode Capital Management
Boston,
Massachusetts
|
$193K
|
+$38.4K
|
+10
|
+20%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$149K
|
–
|
–
|
–
|
|
|
8
|
|
$115K
|
+$138K
|
+36
|
New
|
|
|
9
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$105K
|
-$7.68K
|
-2
|
-6%
|
|
|
10
|
|
$100K
|
–
|
–
|
–
|
|
|
11
|
Clarius Group LLC
Seattle,
Washington
|
$83K
|
–
|
–
|
–
|
|
|
12
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$71K
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$60K
|
–
|
–
|
–
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$60K
|
+$73K
|
+19
|
New
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$54K
|
–
|
–
|
–
|
|
|
16
|
|
$40K
|
-$3.84K
|
-1
|
-7%
|
|
|
17
|
Glenview Trust
Louisville,
Kentucky
|
$40K
|
–
|
–
|
–
|
|
|
18
|
WMS Partners
Towson,
Maryland
|
$37K
|
+$46.1K
|
+12
|
New
|
|
|
19
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$36K
|
–
|
–
|
–
|
|
|
20
|
State Street
Boston,
Massachusetts
|
$32K
|
+$7.68K
|
+2
|
+25%
|
|
|
21
|
CWH Capital Management
Spokane,
Washington
|
$28K
|
-$3.84K
|
-1
|
-10%
|
|
|
22
|
Bank of New York Mellon
New York
|
$28K
|
–
|
–
|
–
|
|
|
23
|
Birchview Capital
Burlington,
Vermont
|
$27K
|
–
|
–
|
–
|
|
|
24
|
|
$24K
|
-$3.84K
|
-1
|
-11%
|
|
|
25
|
Level Four Advisory Services
Dallas,
Texas
|
$19K
|
–
|
–
|
–
|
|
