|
1
|
Lido Advisors
Los Angeles,
California
|
$14.8M
|
–
|
–
|
–
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.26M
|
-$31.5K
|
-6,237
|
-2%
|
|
|
3
|
|
$446K
|
+$64.5K
|
+12,774
|
+17%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$298K
|
-$11.7K
|
-2,310
|
-4%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$91.7K
|
–
|
–
|
–
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$78.3K
|
+$16.3K
|
+3,227
|
+27%
|
|
|
7
|
Dimensional Fund Advisors
Austin,
Texas
|
$54.5K
|
+$54K
|
+10,681
|
New
|
|
|
8
|
James Investment Research
Alpha,
Ohio
|
$53.9K
|
–
|
–
|
–
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$53.9K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$39.5K
|
+$288
|
+57
|
+0.7%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$35.7K
|
–
|
–
|
–
|
|
|
12
|
|
$23.9K
|
+$8.15K
|
+1,613
|
+52%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
+$3.92K
|
+776
|
+116%
|
|
|
14
|
Activest Wealth Management
Aventure,
Florida
|
$5.1K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.78K
|
+$1.03K
|
+204
|
+140%
|
|
|
16
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.53K
|
–
|
–
|
–
|
|
|
17
|
Bangor Savings Bank
Bangor,
Maine
|
$765
|
+$758
|
+150
|
New
|
|
|
18
|
SBI Securities
Tokyo,
Japan
|
$617
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$255
|
–
|
–
|
–
|
|
|
20
|
Crewe Advisors
Salt Lake City,
Utah
|
$102
|
–
|
–
|
–
|
|
|
21
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
–
|
-$9.44K
|
-2,000
|
Closed
|
|
|
22
|
|
–
|
-$132
|
-28
|
Closed
|
|
|
23
|
PSI Advisors
Tampa,
Florida
|
–
|
-$94
|
-20
|
Closed
|
|
|
24
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
–
|
-$33
|
-7
|
Closed
|
|
