|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$984K
|
+$169K
|
+39
|
+19%
|
|
|
2
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$175K
|
+$186K
|
+43
|
New
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$162K
|
–
|
–
|
–
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$154K
|
–
|
–
|
–
|
|
|
5
|
CIBC World Market
Toronto,
Ontario, Canada
|
$117K
|
+$125K
|
+29
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$45K
|
–
|
–
|
–
|
|
|
7
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$36K
|
–
|
–
|
–
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29K
|
–
|
–
|
–
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$24K
|
–
|
–
|
–
|
|
|
10
|
|
$24K
|
–
|
–
|
–
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23K
|
+$26K
|
+6
|
New
|
|
|
12
|
|
$22K
|
-$4.33K
|
-1
|
-17%
|
|
|
13
|
Dimensional Fund Advisors
Austin,
Texas
|
$19K
|
+$21.6K
|
+5
|
New
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$9K
|
+$8.65K
|
+2
|
New
|
|
|
16
|
Archford Capital Strategies
Swansea,
Illinois
|
$6K
|
+$4.33K
|
+1
|
New
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5K
|
–
|
–
|
–
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$1K
|
–
|
–
|
–
|
|
|
19
|
Two Sigma Securities
New York
|
–
|
-$21K
|
-5
|
Closed
|
|
|
20
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$8.65K
|
-2
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$4K
|
-1
|
Closed
|
|
