|
1
|
|
$3.57M
|
+$79.4K
|
+1,480
|
+2%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.82M
|
+$377K
|
+7,015
|
+18%
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$1.21M
|
+$13.8K
|
+258
|
+0.9%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$1.15M
|
+$265K
|
+4,934
|
+21%
|
|
|
5
|
Cascade Financial Partners
San Diego,
California
|
$565K
|
-$53.7K
|
-1,000
|
-7%
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$431K
|
+$13.3K
|
+247
|
+2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$256K
|
+$228K
|
+4,242
|
+196%
|
|
|
8
|
Optivise Advisory Services
Franklin,
Tennessee
|
$220K
|
–
|
–
|
–
|
|
|
9
|
Requisite Capital Management
Dallas,
Texas
|
$219K
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$180K
|
-$20K
|
-373
|
-8%
|
|
|
11
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$176K
|
–
|
–
|
–
|
|
|
12
|
|
$156K
|
+$69.8K
|
+1,300
|
+50%
|
|
|
13
|
Charles Schwab
San Francisco,
California
|
$139K
|
–
|
–
|
–
|
|
|
14
|
|
$129K
|
+$61.1K
|
+1,138
|
+54%
|
|
|
15
|
|
$122K
|
+$132K
|
+2,461
|
+415%
|
|
|
16
|
|
$115K
|
-$35.2K
|
-656
|
-19%
|
|
|
17
|
Bank of New York Mellon
New York
|
$101K
|
–
|
–
|
–
|
|
|
18
|
Barclays
London,
United Kingdom
|
$86.6K
|
+$8.96K
|
+167
|
+8%
|
|
|
19
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$80.8K
|
+$108K
|
+2,020
|
New
|
|
|
20
|
RMR Wealth Builders
Montclair,
New Jersey
|
$76.7K
|
+$268
|
+5
|
+0.3%
|
|
|
21
|
Concurrent Investment Advisors
Tampa,
Florida
|
$70.6K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$69.6K
|
-$48.5K
|
-904
|
-34%
|
|
|
23
|
Nuveen
Charlotte,
North Carolina
|
$69.1K
|
–
|
–
|
–
|
|
|
24
|
ERn Financial LLC
Middleton,
Wisconsin
|
$63.6K
|
–
|
–
|
–
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$51.8K
|
–
|
–
|
–
|
|
