|
1
|
|
$5.43M
|
+$2.78M
|
+41,882
|
+91%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.38M
|
+$1.83M
|
+27,512
|
+249%
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$1.85M
|
+$944K
|
+14,202
|
+90%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$1.47M
|
+$332K
|
+4,990
|
+27%
|
|
|
5
|
Cascade Financial Partners
San Diego,
California
|
$871K
|
-$41.4K
|
-623
|
-4%
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$650K
|
+$699K
|
+10,524
|
New
|
|
|
7
|
Optivise Advisory Services
Franklin,
Tennessee
|
$340K
|
–
|
–
|
–
|
|
|
8
|
Requisite Capital Management
Dallas,
Texas
|
$339K
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$301K
|
+$55.8K
|
+839
|
+21%
|
|
|
10
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$273K
|
–
|
–
|
–
|
|
|
11
|
|
$218K
|
+$156K
|
+2,351
|
+200%
|
|
|
12
|
Charles Schwab
San Francisco,
California
|
$215K
|
+$11.5K
|
+173
|
+5%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$163K
|
–
|
–
|
–
|
|
|
14
|
|
$161K
|
+$173K
|
+2,605
|
New
|
|
|
15
|
Bank of New York Mellon
New York
|
$156K
|
-$60.3K
|
-908
|
-26%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$134K
|
-$115K
|
-1,735
|
-44%
|
|
|
17
|
|
$129K
|
+$96.4K
|
+1,450
|
+226%
|
|
|
18
|
Barclays
London,
United Kingdom
|
$123K
|
+$104K
|
+1,567
|
+364%
|
|
|
19
|
RMR Wealth Builders
Montclair,
New Jersey
|
$118K
|
+$2.99K
|
+45
|
+2%
|
|
|
20
|
Concurrent Investment Advisors
Tampa,
Florida
|
$109K
|
–
|
–
|
–
|
|
|
21
|
Nuveen
Charlotte,
North Carolina
|
$107K
|
–
|
–
|
–
|
|
|
22
|
ERn Financial LLC
Middleton,
Wisconsin
|
$98.3K
|
–
|
–
|
–
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$80K
|
+$9.97K
|
+150
|
+13%
|
|
|
24
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$79K
|
–
|
–
|
–
|
|
|
25
|
Bridgeway Capital Management
Houston,
Texas
|
$77.3K
|
+$83.1K
|
+1,250
|
New
|
|
