|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.18M
|
+$209K
|
+51
|
+21%
|
|
|
2
|
Geode Capital Management
Boston,
Massachusetts
|
$226K
|
+$73.7K
|
+18
|
+47%
|
|
|
3
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$174K
|
–
|
–
|
–
|
|
|
4
|
CIBC World Market
Toronto,
Ontario, Canada
|
$170K
|
+$53.2K
|
+13
|
+45%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$161K
|
–
|
–
|
–
|
|
|
6
|
|
$89K
|
+$90.1K
|
+22
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$45K
|
–
|
–
|
–
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$41K
|
+$16.4K
|
+4
|
+67%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$39K
|
+$12.3K
|
+3
|
+43%
|
|
|
10
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$35K
|
–
|
–
|
–
|
|
|
11
|
Dimensional Fund Advisors
Austin,
Texas
|
$31K
|
+$12.3K
|
+3
|
+60%
|
|
|
12
|
Two Sigma Securities
New York
|
$24K
|
+$24.6K
|
+6
|
New
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23K
|
–
|
–
|
–
|
|
|
14
|
|
$22K
|
+$4.09K
|
+1
|
+20%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
16
|
Centaurus Financial
Anaheim,
California
|
$13K
|
+$12.3K
|
+3
|
New
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5K
|
–
|
–
|
–
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$2.69K
|
+$4.09K
|
+1
|
New
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$1K
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$24K
|
-6
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
-$9K
|
-2
|
Closed
|
|
|
22
|
Archford Capital Strategies
Swansea,
Illinois
|
–
|
-$6K
|
-1
|
Closed
|
|
