|
1
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$392K
|
-$5.39K
|
-500
|
-1%
|
|
|
2
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$324K
|
+$192K
|
+17,829
|
+147%
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$303K
|
+$7.78K
|
+722
|
+3%
|
|
|
4
|
Stokes Family Office
New Orleans,
Louisiana
|
$185K
|
-$11.9K
|
-1,107
|
-6%
|
|
|
5
|
PFG Investments
Woodbury,
New York
|
$112K
|
-$5.18K
|
-481
|
-4%
|
|
|
6
|
Financial Management Professionals
Austin,
Texas
|
$102K
|
–
|
–
|
–
|
|
|
7
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$89.4K
|
–
|
–
|
–
|
|
|
8
|
BFSG LLC
Irvine,
California
|
$35.2K
|
–
|
–
|
–
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$20.6K
|
–
|
–
|
–
|
|
|
10
|
|
$19.3K
|
-$15.6K
|
-1,450
|
-45%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.8K
|
-$16.8K
|
-1,557
|
-63%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.65K
|
-$6.47K
|
-600
|
-43%
|
|
|
13
|
Olistico Wealth
Tulsa,
Oklahoma
|
$3.67K
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$6
|
–
|
–
|
–
|
|
|
15
|
Geode Capital Management
Boston,
Massachusetts
|
–
|
-$125K
|
-12,087
|
Closed
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$109K
|
-10,523
|
Closed
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$3.6K
|
-348
|
Closed
|
|
