|
1
|
|
$2.86M
|
+$2.04M
|
+431,762
|
New
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.95M
|
+$1.39M
|
+293,902
|
New
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$1.43M
|
+$1.02M
|
+216,172
|
New
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$1.16M
|
+$825K
|
+175,090
|
New
|
|
|
5
|
Bard Associates
Chicago,
Illinois
|
$823K
|
-$3.13K
|
-665
|
-0.5%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$405K
|
+$289K
|
+61,234
|
New
|
|
|
7
|
Sierra Capital
Miami,
Florida
|
$374K
|
-$207K
|
-43,865
|
-44%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$303K
|
+$216K
|
+45,797
|
New
|
|
|
9
|
World Investment Advisors
Santa Barbara,
California
|
$276K
|
+$196K
|
+41,667
|
New
|
|
|
10
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$191K
|
+$136K
|
+28,831
|
New
|
|
|
11
|
Rockefeller Capital Management
New York
|
$176K
|
+$5
|
+1
|
+0%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$120K
|
+$85.7K
|
+18,178
|
New
|
|
|
13
|
Perennial Investment Advisors
Los Angeles,
California
|
$111K
|
-$69.1K
|
-14,664
|
-47%
|
|
|
14
|
Romano Brothers & Co
Evanston,
Illinois
|
$83K
|
+$59.1K
|
+12,536
|
New
|
|
|
15
|
Bank of New York Mellon
New York
|
$81.4K
|
+$57.9K
|
+12,293
|
New
|
|
|
16
|
Fountainhead AM
Warren,
New Jersey
|
$72K
|
+$51.1K
|
+10,850
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$18.4K
|
-$6.01K
|
-1,276
|
-32%
|
|
|
18
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$7.9K
|
+$5.63K
|
+1,194
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$1.51K
|
+$1.07K
|
+228
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1K
|
+$471
|
+100
|
New
|
|
|
21
|
|
$483
|
+$344
|
+73
|
New
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$457
|
+$325
|
+69
|
New
|
|
|
23
|
Gradient Investments
Arden Hills,
Minnesota
|
$450
|
–
|
–
|
–
|
|
|
24
|
Millennium Management
New York
|
–
|
-$112K
|
-25,199
|
Closed
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$54K
|
-12,122
|
Closed
|
|
