|
26
|
Franklin Resources
San Mateo,
California
|
$557K
|
–
|
–
|
–
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$536K
|
+$346K
|
+8,021
|
+212%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$497K
|
-$31.1K
|
-720
|
-6%
|
|
|
29
|
Citadel Advisors
Miami,
Florida
|
$405K
|
-$303K
|
-7,024
|
-44%
|
|
|
30
|
Raymond James Financial
St Petersburg,
Florida
|
$381K
|
+$4.05K
|
+94
|
+1%
|
|
|
31
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$363K
|
–
|
–
|
–
|
|
|
32
|
Northern Trust
Chicago,
Illinois
|
$356K
|
–
|
–
|
–
|
|
|
33
|
|
$261K
|
–
|
–
|
–
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$245K
|
–
|
–
|
–
|
|
|
35
|
Values Added Financial
Washington,
District of Columbia
|
$211K
|
+$201K
|
+4,654
|
New
|
|
|
36
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$211K
|
+$200K
|
+4,638
|
New
|
|
|
37
|
Global Retirement Partners
San Rafael,
California
|
$162K
|
-$216
|
-5
|
-0.1%
|
|
|
38
|
CX Institutional
Auburn,
Indiana
|
$162K
|
–
|
–
|
–
|
|
|
39
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$124K
|
–
|
–
|
–
|
|
|
40
|
|
$123K
|
-$385K
|
-8,919
|
-77%
|
|
|
41
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$106K
|
+$101K
|
+2,341
|
New
|
|
|
42
|
Fidelity Investments
Boston,
Massachusetts
|
$102K
|
+$6.08K
|
+141
|
+7%
|
|
|
43
|
Rockefeller Capital Management
New York
|
$65.8K
|
+$62.5K
|
+1,449
|
New
|
|
|
44
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$61.3K
|
+$863
|
+20
|
+2%
|
|
|
45
|
AlphaCore Capital
La Jolla,
California
|
$39.2K
|
–
|
–
|
–
|
|
|
46
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$36.6K
|
+$34.8K
|
+807
|
New
|
|
|
47
|
Orion Capital Management
Coronado,
California
|
$27.9K
|
–
|
–
|
–
|
|
|
48
|
Main Management
San Francisco,
California
|
$20K
|
–
|
–
|
–
|
|
|
49
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
50
|
Spire Wealth Management
Mclean,
Virginia
|
$10.9K
|
–
|
–
|
–
|
|
