|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$3.73M
|
+$315K
|
+4
|
+9%
|
|
|
2
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.54M
|
+$1.57M
|
+20
|
New
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$689K
|
+$157K
|
+2
|
+29%
|
|
|
4
|
|
$506K
|
+$78.7K
|
+1
|
+17%
|
|
|
5
|
|
$231K
|
+$236K
|
+3
|
New
|
|
|
6
|
55I LLC
Boston,
Massachusetts
|
$194K
|
–
|
–
|
–
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$138K
|
–
|
–
|
–
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$131K
|
+$157K
|
+2
|
New
|
|
|
9
|
|
$104K
|
+$78.7K
|
+1
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$96K
|
+$78.7K
|
+1
|
New
|
|
|
11
|
William Blair & Company
Chicago,
Illinois
|
$76K
|
–
|
–
|
–
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$65K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$64K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55K
|
+$78.7K
|
+1
|
New
|
|
|
15
|
IEQ Capital
Foster City,
California
|
$37K
|
–
|
–
|
–
|
|
|
16
|
Tranquility Partners
Brentwood,
Tennessee
|
$28K
|
–
|
–
|
–
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$27K
|
–
|
–
|
–
|
|
|
18
|
Spire Wealth Management
Mclean,
Virginia
|
$22K
|
–
|
–
|
–
|
|
|
19
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$14K
|
–
|
–
|
–
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$3K
|
–
|
–
|
–
|
|
|
22
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$1.81M
|
-20
|
Closed
|
|
|
24
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
–
|
-$169K
|
-2
|
Closed
|
|
|
25
|
Charles Schwab
San Francisco,
California
|
–
|
-$47K
|
-1
|
Closed
|
|
