|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$3.98M
|
–
|
–
|
–
|
|
|
2
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.78M
|
–
|
–
|
–
|
|
|
3
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.76M
|
-$162K
|
-56,800
|
-8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.5M
|
-$28.5K
|
-9,962
|
-2%
|
|
|
5
|
Mission Wealth Management
Santa Barbara,
California
|
$1.34M
|
–
|
–
|
–
|
|
|
6
|
Geode Capital Management
Boston,
Massachusetts
|
$973K
|
+$31.1K
|
+10,888
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$601K
|
+$34
|
+12
|
+0%
|
|
|
8
|
|
$559K
|
+$35.4K
|
+12,391
|
+7%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$558K
|
-$247K
|
-86,522
|
-31%
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$345K
|
–
|
–
|
–
|
|
|
11
|
GSA Capital Partners
London,
United Kingdom
|
$217K
|
+$217K
|
+75,804
|
New
|
|
|
12
|
Focus Partners Wealth
Boston,
Massachusetts
|
$205K
|
+$5.15K
|
+1,802
|
+3%
|
|
|
13
|
Northern Trust
Chicago,
Illinois
|
$191K
|
–
|
–
|
–
|
|
|
14
|
Bank of New York Mellon
New York
|
$168K
|
-$3
|
-1
|
-0%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$163K
|
+$40K
|
+14,000
|
+33%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$132K
|
+$51.5K
|
+18,000
|
+64%
|
|
|
17
|
CoreCap Advisors
Southfield,
Michigan
|
$128K
|
–
|
–
|
–
|
|
|
18
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$120K
|
–
|
–
|
–
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$107K
|
–
|
–
|
–
|
|
|
20
|
Gemmer Asset Management
Walnut Creek,
California
|
$100K
|
–
|
–
|
–
|
|
|
21
|
Westside Investment Management
Santa Monica,
California
|
$100K
|
–
|
–
|
–
|
|
|
22
|
Prosperity Wealth Management
San Ramon,
California
|
$98.4K
|
+$32.3K
|
+11,300
|
+49%
|
|
|
23
|
|
$95.3K
|
+$4.5K
|
+1,574
|
+5%
|
|
|
24
|
|
$87.1K
|
+$4.62K
|
+1,614
|
+6%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$68.6K
|
–
|
–
|
–
|
|
