|
1
|
|
$8.98M
|
+$2.05M
|
+444
|
+77%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$7.04M
|
+$2.12M
|
+460
|
+136%
|
|
|
3
|
Arosa Capital Management
Miami Beach,
Florida
|
$5.44M
|
-$272K
|
-59
|
-9%
|
|
|
4
|
|
$4.25M
|
+$499K
|
+108
|
+29%
|
|
|
5
|
|
$3.16M
|
+$1.46M
|
+316
|
+752%
|
|
|
6
|
Geode Capital Management
Boston,
Massachusetts
|
$1.4M
|
+$453K
|
+98
|
+161%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.31M
|
+$102K
|
+22
|
+17%
|
|
|
8
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.07M
|
+$577K
|
+125
|
New
|
|
|
9
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$705K
|
+$4.62K
|
+1
|
+1%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$355K
|
+$83.1K
|
+18
|
+82%
|
|
|
11
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$247K
|
–
|
–
|
–
|
|
|
12
|
Clarius Group LLC
Seattle,
Washington
|
$228K
|
+$120K
|
+26
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$169K
|
–
|
–
|
–
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$148K
|
+$73.9K
|
+16
|
+1,600%
|
|
|
15
|
|
$137K
|
+$36.9K
|
+8
|
+100%
|
|
|
16
|
Charles Schwab
San Francisco,
California
|
$112K
|
+$60K
|
+13
|
New
|
|
|
17
|
Glenview Trust
Louisville,
Kentucky
|
$110K
|
–
|
–
|
–
|
|
|
18
|
WMS Partners
Towson,
Maryland
|
$103K
|
–
|
–
|
–
|
|
|
19
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$100K
|
–
|
–
|
–
|
|
|
20
|
|
$95K
|
-$4.62K
|
-1
|
-8%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$86K
|
-$92.4K
|
-20
|
-67%
|
|
|
22
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$76K
|
+$41.6K
|
+9
|
New
|
|
|
23
|
Bank of New York Mellon
New York
|
$75K
|
–
|
–
|
–
|
|
|
24
|
Birchview Capital
Burlington,
Vermont
|
$74K
|
–
|
–
|
–
|
|
|
25
|
Prospera Financial Services
Dallas,
Texas
|
$71K
|
–
|
–
|
–
|
|
