|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.07M
|
+$182K
|
+11,901
|
+5%
|
|
|
2
|
|
$4.06M
|
+$315K
|
+20,574
|
+8%
|
|
|
3
|
Bandera Partners
New York
|
$3.87M
|
–
|
–
|
–
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$2.05M
|
+$2.04M
|
+133,333
|
New
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$1.75M
|
+$39.3K
|
+2,572
|
+2%
|
|
|
6
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.43M
|
–
|
–
|
–
|
|
|
7
|
Bank of New York Mellon
New York
|
$1.37M
|
+$733K
|
+47,931
|
+116%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$1.12M
|
–
|
–
|
–
|
|
|
9
|
Summit Trail Advisors
New York
|
$961K
|
+$61
|
+4
|
+0%
|
|
|
10
|
RMR Capital Management
Tustin,
California
|
$849K
|
+$847K
|
+55,339
|
New
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$787K
|
+$98.7K
|
+6,454
|
+14%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$666K
|
–
|
–
|
–
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$533K
|
-$3.82K
|
-250
|
-0.7%
|
|
|
14
|
RBF Capital
San Francisco,
California
|
$461K
|
–
|
–
|
–
|
|
|
15
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$326K
|
+$352
|
+23
|
+0.1%
|
|
|
16
|
Dimensional Fund Advisors
Austin,
Texas
|
$307K
|
–
|
–
|
–
|
|
|
17
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$220K
|
+$21.9K
|
+1,433
|
+11%
|
|
|
18
|
|
$215K
|
+$159K
|
+10,395
|
+288%
|
|
|
19
|
Charles Schwab
San Francisco,
California
|
$214K
|
–
|
–
|
–
|
|
|
20
|
Arax Advisory Partners
Denver,
Colorado
|
$214K
|
–
|
–
|
–
|
|
|
21
|
Concurrent Investment Advisors
Tampa,
Florida
|
$193K
|
+$192K
|
+12,569
|
New
|
|
|
22
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$167K
|
–
|
–
|
–
|
|
|
23
|
Barclays
London,
United Kingdom
|
$115K
|
+$98.5K
|
+6,436
|
+617%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$110K
|
+$15.3K
|
+1,002
|
+16%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$97.4K
|
+$54.5K
|
+3,560
|
+128%
|
|
