|
26
|
UBS Group
Zurich,
Switzerland
|
$367K
|
-$174K
|
-25,884
|
-32%
|
|
|
27
|
|
$366K
|
-$359K
|
-53,340
|
-49%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$333K
|
–
|
–
|
–
|
|
|
29
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$266K
|
–
|
–
|
–
|
|
|
30
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$254K
|
–
|
–
|
–
|
|
|
31
|
HB Wealth Management
Atlanta,
Georgia
|
$200K
|
–
|
–
|
–
|
|
|
32
|
|
$175K
|
-$19.6K
|
-2,918
|
-10%
|
|
|
33
|
Geode Capital Management
Boston,
Massachusetts
|
$162K
|
+$20.7K
|
+3,085
|
+14%
|
|
|
34
|
Concurrent Investment Advisors
Tampa,
Florida
|
$144K
|
+$146K
|
+21,657
|
New
|
|
|
35
|
|
$121K
|
-$3.6K
|
-536
|
-3%
|
|
|
36
|
Focus Partners Wealth
Boston,
Massachusetts
|
$111K
|
–
|
–
|
–
|
|
|
37
|
MTM Investment Management
Spartanburg,
South Carolina
|
$105K
|
-$3.36K
|
-500
|
-3%
|
|
|
38
|
|
$103K
|
+$104K
|
+15,454
|
New
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$86.7K
|
+$8.77K
|
+1,305
|
+11%
|
|
|
40
|
Dimensional Fund Advisors
Austin,
Texas
|
$85.3K
|
+$86.2K
|
+12,822
|
New
|
|
|
41
|
Penbrook Management
New York
|
$80.3K
|
-$1.51K
|
-225
|
-2%
|
|
|
42
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$62.5K
|
–
|
–
|
–
|
|
|
43
|
|
$47K
|
+$34.5K
|
+5,138
|
+266%
|
|
|
44
|
Rockefeller Capital Management
New York
|
$44.2K
|
–
|
–
|
–
|
|
|
45
|
|
$31.1K
|
–
|
–
|
–
|
|
|
46
|
Wells Fargo
San Francisco,
California
|
$26.6K
|
-$10.7K
|
-1,586
|
-28%
|
|
|
47
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.3K
|
+$21.5K
|
+3,200
|
New
|
|
|
48
|
MCF Advisors
Covington,
Kentucky
|
$13.3K
|
–
|
–
|
–
|
|
|
49
|
SOA Wealth Advisors
New York
|
$13.3K
|
–
|
–
|
–
|
|
|
50
|
Tower Research Capital (TRC)
New York
|
$10.5K
|
+$10.6K
|
+1,584
|
New
|
|
