|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.47M
|
+$609K
|
+119,946
|
+43%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$586K
|
+$339K
|
+66,731
|
+73%
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$430K
|
+$81.3K
|
+16,004
|
+16%
|
|
|
4
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$278K
|
+$381K
|
+75,000
|
New
|
|
|
5
|
|
$208K
|
+$204K
|
+40,141
|
+253%
|
|
|
6
|
|
$192K
|
+$38.7K
|
+7,616
|
+17%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$153K
|
–
|
–
|
–
|
|
|
8
|
Kestra Private Wealth Services
Austin,
Texas
|
$144K
|
+$64.7K
|
+12,730
|
+49%
|
|
|
9
|
|
$111K
|
-$452K
|
-88,925
|
-75%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$98.9K
|
+$76.6K
|
+15,070
|
+130%
|
|
|
11
|
Brave Asset Management
Summit,
New Jersey
|
$81.6K
|
+$112K
|
+22,000
|
New
|
|
|
12
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$71K
|
+$96K
|
+18,900
|
New
|
|
|
13
|
Concurrent Investment Advisors
Tampa,
Florida
|
$68.6K
|
+$27.9K
|
+5,500
|
+42%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.9K
|
+$20.9K
|
+4,115
|
+33%
|
|
|
15
|
Equitable Holdings
New York
|
$55.6K
|
-$25.4K
|
-5,000
|
-25%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$52.9K
|
+$72.4K
|
+14,249
|
New
|
|
|
17
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$37.3K
|
+$51.1K
|
+10,059
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$37.1K
|
-$4.07K
|
-800
|
-7%
|
|
|
19
|
|
$34.7K
|
+$45.9K
|
+9,031
|
+2,904%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.8K
|
-$35.4K
|
-6,970
|
-49%
|
|
|
21
|
International Assets Investment Management
Orlando,
Florida
|
$26K
|
+$35.6K
|
+7,000
|
New
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5K
|
–
|
–
|
–
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.92K
|
-$10
|
-2
|
-0.2%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$3.71K
|
–
|
–
|
–
|
|
|
25
|
Rockefeller Capital Management
New York
|
$2.23K
|
+$3.05K
|
+600
|
New
|
|
