|
26
|
Fidelity Investments
Boston,
Massachusetts
|
$366K
|
+$275K
|
+57,836
|
+207%
|
|
|
27
|
Geode Capital Management
Boston,
Massachusetts
|
$330K
|
-$6.23K
|
-1,310
|
-2%
|
|
|
28
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$329K
|
+$34.4K
|
+7,236
|
+10%
|
|
|
29
|
Altium Wealth Management
Purchase,
New York
|
$323K
|
+$360K
|
+75,618
|
New
|
|
|
30
|
Eaton Vance Management
Boston,
Massachusetts
|
$283K
|
+$40.4K
|
+8,501
|
+15%
|
|
|
31
|
Freedom Investment Management
Hartford,
Connecticut
|
$279K
|
-$23.6K
|
-4,956
|
-8%
|
|
|
32
|
SignatureFD
Atlanta,
Georgia
|
$245K
|
+$83.2K
|
+17,489
|
+44%
|
|
|
33
|
Advisor Partners
Walnut Creek,
California
|
$243K
|
+$84.8K
|
+17,835
|
+46%
|
|
|
34
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$212K
|
-$10.8K
|
-2,273
|
-4%
|
|
|
35
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$195K
|
+$85.1K
|
+17,885
|
+64%
|
|
|
36
|
INVST
Indianapolis,
Indiana
|
$195K
|
+$99.4K
|
+20,908
|
+74%
|
|
|
37
|
Morningstar Investment Services
Chicago,
Illinois
|
$189K
|
-$7.82K
|
-1,644
|
-4%
|
|
|
38
|
|
$153K
|
-$8.1K
|
-1,704
|
-5%
|
|
|
39
|
Parallel Advisors
San Francisco,
California
|
$151K
|
+$40.4K
|
+8,492
|
+32%
|
|
|
40
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$148K
|
+$26.4K
|
+5,545
|
+19%
|
|
|
41
|
Caprock Group
Boise,
Idaho
|
$147K
|
+$29.1K
|
+6,117
|
+22%
|
|
|
42
|
SVB Wealth
Boston,
Massachusetts
|
$146K
|
+$162K
|
+34,114
|
New
|
|
|
43
|
Ballentine Partners
Waltham,
Massachusetts
|
$145K
|
+$22.8K
|
+4,800
|
+16%
|
|
|
44
|
World Asset Management
Detroit,
Michigan
|
$142K
|
–
|
–
|
–
|
|
|
45
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$138K
|
+$53.7K
|
+11,302
|
+54%
|
|
|
46
|
Wells Fargo
San Francisco,
California
|
$137K
|
-$112K
|
-23,588
|
-43%
|
|
|
47
|
Cresset Asset Management
Chicago,
Illinois
|
$130K
|
-$8.78K
|
-1,846
|
-6%
|
|
|
48
|
Ritholtz Wealth Management
New York
|
$128K
|
+$142K
|
+29,951
|
New
|
|
|
49
|
Investors Research Corp
Atlanta,
Georgia
|
$120K
|
-$21.4K
|
-4,500
|
-14%
|
|
|
50
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$117K
|
+$130K
|
+27,348
|
New
|
|
