|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$3.08M
|
–
|
–
|
–
|
|
|
2
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.63M
|
+$2.09M
|
+736,415
|
New
|
|
|
3
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.34M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.17M
|
-$16.4K
|
-5,767
|
-1%
|
|
|
5
|
Mission Wealth Management
Santa Barbara,
California
|
$1.11M
|
–
|
–
|
–
|
|
|
6
|
Geode Capital Management
Boston,
Massachusetts
|
$731K
|
+$29.6K
|
+10,427
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$479K
|
+$284K
|
+100,000
|
+86%
|
|
|
8
|
Long Focus Capital Management
San Juan,
Puerto Rico
|
$366K
|
–
|
–
|
–
|
|
|
9
|
|
$355K
|
+$16.3K
|
+5,754
|
+4%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$248K
|
-$648K
|
-228,558
|
-67%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$247K
|
+$9.64K
|
+3,400
|
+3%
|
|
|
12
|
Bank of New York Mellon
New York
|
$161K
|
-$39.7K
|
-14,000
|
-16%
|
|
|
13
|
Northern Trust
Chicago,
Illinois
|
$157K
|
+$23.8K
|
+8,378
|
+13%
|
|
|
14
|
CoreCap Advisors
Southfield,
Michigan
|
$104K
|
+$7.37K
|
+2,600
|
+6%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$91K
|
–
|
–
|
–
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$82.7K
|
–
|
–
|
–
|
|
|
17
|
Gemmer Asset Management
Walnut Creek,
California
|
$77.3K
|
–
|
–
|
–
|
|
|
18
|
|
$76.2K
|
-$7.47K
|
-2,635
|
-7%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$69.2K
|
+$13K
|
+4,600
|
+17%
|
|
|
20
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$56.7K
|
+$72.7K
|
+25,649
|
New
|
|
|
21
|
Atria Wealth Solutions
New York
|
$53K
|
+$68.1K
|
+24,000
|
New
|
|
|
22
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$49.7K
|
+$21.3K
|
+7,500
|
+50%
|
|
|
23
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$46.4K
|
–
|
–
|
–
|
|
|
24
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$40.7K
|
-$346
|
-122
|
-0.7%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$39.2K
|
–
|
–
|
–
|
|
