|
1
|
|
$14M
|
+$657K
|
+90,854
|
+10%
|
|
|
2
|
Geode Capital Management
Boston,
Massachusetts
|
$5.8M
|
+$677K
|
+93,585
|
+29%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$3M
|
+$424K
|
+58,685
|
+38%
|
|
|
4
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$2.53M
|
+$1.3M
|
+179,337
|
New
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$1.73M
|
+$124K
|
+17,111
|
+16%
|
|
|
6
|
Vanguard Portfolio Management
Malvern,
Pennsylvania
|
$1.45M
|
+$743K
|
+102,826
|
New
|
|
|
7
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$1.36M
|
+$699K
|
+96,685
|
New
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$655K
|
+$18.8K
|
+2,596
|
+6%
|
|
|
9
|
|
$623K
|
+$218K
|
+30,159
|
+215%
|
|
|
10
|
AllGen Financial Advisors
Orlando,
Florida
|
$609K
|
–
|
–
|
–
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$576K
|
+$2.12K
|
+293
|
+0.6%
|
|
|
12
|
Bank of New York Mellon
New York
|
$410K
|
+$1.63K
|
+225
|
+0.8%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$383K
|
-$24.5K
|
-3,389
|
-11%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$323K
|
-$21.7K
|
-3,000
|
-12%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$296K
|
+$14.6K
|
+2,026
|
+11%
|
|
|
16
|
|
$266K
|
-$57.6K
|
-7,964
|
-30%
|
|
|
17
|
Nuveen
Charlotte,
North Carolina
|
$248K
|
–
|
–
|
–
|
|
|
18
|
Millennium Management
New York
|
$197K
|
+$101K
|
+13,938
|
New
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$158K
|
+$81.1K
|
+11,219
|
New
|
|
|
20
|
|
$157K
|
-$1.15M
|
-159,147
|
-93%
|
|
|
21
|
Chokshi & Queen Wealth Advisors
San Diego,
California
|
$152K
|
–
|
–
|
–
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$152K
|
+$65.4K
|
+9,049
|
+522%
|
|
|
23
|
RhumbLine Advisers
Boston,
Massachusetts
|
$150K
|
-$2.16K
|
-299
|
-3%
|
|
|
24
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$145K
|
–
|
–
|
–
|
|
|
25
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$143K
|
–
|
–
|
–
|
|
