|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$3.23M
|
–
|
–
|
–
|
|
|
2
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.56M
|
–
|
–
|
–
|
|
|
3
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.44M
|
+$4.66K
|
+1,500
|
+0.2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.24M
|
+$14.7K
|
+4,726
|
+0.9%
|
|
|
5
|
Mission Wealth Management
Santa Barbara,
California
|
$1.09M
|
-$124K
|
-40,000
|
-8%
|
|
|
6
|
Geode Capital Management
Boston,
Massachusetts
|
$764K
|
+$1.86K
|
+599
|
+0.2%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$654K
|
+$576K
|
+185,345
|
+192%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$488K
|
-$21.4K
|
-6,891
|
-3%
|
|
|
9
|
|
$425K
|
+$64.3K
|
+20,691
|
+13%
|
|
|
10
|
Long Focus Capital Management
San Juan,
Puerto Rico
|
$342K
|
-$57K
|
-18,341
|
-11%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$280K
|
+$26.7K
|
+8,600
|
+8%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$204K
|
+$255K
|
+82,234
|
+1,447%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$162K
|
+$217K
|
+70,000
|
New
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$155K
|
-$13.5K
|
-4,358
|
-6%
|
|
|
15
|
Bank of New York Mellon
New York
|
$136K
|
+$3
|
+1
|
+0%
|
|
|
16
|
CoreCap Advisors
Southfield,
Michigan
|
$104K
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$99.6K
|
+$36.1K
|
+11,633
|
+37%
|
|
|
18
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$97.5K
|
–
|
–
|
–
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$86.8K
|
–
|
–
|
–
|
|
|
20
|
Gemmer Asset Management
Walnut Creek,
California
|
$81.2K
|
–
|
–
|
–
|
|
|
21
|
Westside Investment Management
Santa Monica,
California
|
$81.2K
|
–
|
–
|
–
|
|
|
22
|
|
$73.7K
|
-$466
|
-150
|
-0.5%
|
|
|
23
|
|
$66.9K
|
+$89.6K
|
+28,846
|
New
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$65K
|
+$86.9K
|
+28,000
|
New
|
|
|
25
|
Atria Wealth Solutions
New York
|
$55.7K
|
–
|
–
|
–
|
|
