|
26
|
Fidelity Investments
Boston,
Massachusetts
|
$426K
|
+$151K
|
+18,801
|
+68%
|
|
|
27
|
Comerica Bank
Dallas,
Texas
|
$394K
|
+$15.5K
|
+1,936
|
+5%
|
|
|
28
|
Advisor Partners
Walnut Creek,
California
|
$381K
|
+$23.4K
|
+2,919
|
+8%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$332K
|
+$102K
|
+12,767
|
+55%
|
|
|
30
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$301K
|
-$70.5K
|
-8,802
|
-21%
|
|
|
31
|
US Bancorp
Minneapolis,
Minnesota
|
$290K
|
-$43.9K
|
-5,485
|
-15%
|
|
|
32
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$240K
|
+$27.6K
|
+3,441
|
+15%
|
|
|
33
|
|
$222K
|
+$18.3K
|
+2,281
|
+10%
|
|
|
34
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$221K
|
+$21.2K
|
+2,648
|
+12%
|
|
|
35
|
|
$184K
|
–
|
–
|
–
|
|
|
36
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$174K
|
+$152K
|
+19,000
|
New
|
|
|
37
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$173K
|
+$151K
|
+18,899
|
New
|
|
|
38
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$161K
|
+$141K
|
+17,589
|
New
|
|
|
39
|
Bank of New York Mellon
New York
|
$159K
|
+$47.6K
|
+5,941
|
+52%
|
|
|
40
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$158K
|
-$4.6K
|
-574
|
-3%
|
|
|
41
|
Wells Fargo
San Francisco,
California
|
$149K
|
-$2.03K
|
-254
|
-2%
|
|
|
42
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$143K
|
+$99.8K
|
+12,456
|
+392%
|
|
|
43
|
Clarius Group LLC
Seattle,
Washington
|
$136K
|
-$7.12K
|
-889
|
-6%
|
|
|
44
|
Capital Bank & Trust
Irvine,
California
|
$131K
|
+$21.1K
|
+2,637
|
+23%
|
|
|
45
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$122K
|
+$46.2K
|
+5,769
|
+77%
|
|
|
46
|
RFG Advisory
Birmingham,
Alabama
|
$118K
|
–
|
–
|
–
|
|
|
47
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$108K
|
+$25.1K
|
+3,128
|
+36%
|
|
|
48
|
Eaton Vance Management
Boston,
Massachusetts
|
$106K
|
+$92.3K
|
+11,518
|
New
|
|
|
49
|
|
$100K
|
+$88.1K
|
+11,000
|
New
|
|
|
50
|
Susquehanna International Securities
Dublin,
Ireland
|
$92K
|
–
|
–
|
–
|
|
