|
1
|
Bard Associates
Chicago,
Illinois
|
$2.43M
|
+$1.45K
|
+75
|
+0.1%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.31M
|
+$104K
|
+5,359
|
+5%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$900K
|
+$932K
|
+48,200
|
New
|
|
|
4
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$653K
|
+$676K
|
+34,954
|
New
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$572K
|
+$113K
|
+5,861
|
+24%
|
|
|
6
|
Fortis Advisors
Wayne,
Pennsylvania
|
$374K
|
+$155K
|
+8,000
|
+67%
|
|
|
7
|
Dimensional Fund Advisors
Austin,
Texas
|
$262K
|
+$271K
|
+14,027
|
New
|
|
|
8
|
|
$197K
|
+$204K
|
+10,559
|
New
|
|
|
9
|
|
$185K
|
+$191K
|
+9,896
|
New
|
|
|
10
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$132K
|
+$136K
|
+7,045
|
New
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$110K
|
+$114K
|
+5,885
|
New
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$97K
|
–
|
–
|
–
|
|
|
13
|
|
$30K
|
+$29.8K
|
+1,540
|
+4,053%
|
|
|
14
|
Duncker Streett & Co
St. Louis,
Missouri
|
$28K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$20K
|
+$11.5K
|
+594
|
+119%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$2K
|
+$967
|
+50
|
+100%
|
|
|
17
|
|
–
|
-$196K
|
-7,715
|
Closed
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
–
|
-$150K
|
-5,891
|
Closed
|
|
|
19
|
Bank of New York Mellon
New York
|
–
|
-$141K
|
-5,546
|
Closed
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$89K
|
-3,526
|
Closed
|
|
|
21
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
–
|
-$212K
|
-2,500
|
Closed
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
–
|
-$42K
|
-1,644
|
Closed
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
–
|
-$2.09K
|
-108
|
Closed
|
|
|
24
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
–
|
-$193
|
-10
|
Closed
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
–
|
+$58
|
+3
|
+18%
|
|
