|
1
|
|
$147M
|
+$5.99M
|
+425,240
|
+4%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$64.8M
|
+$12.9M
|
+914,967
|
+20%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$33M
|
+$2.83M
|
+201,096
|
+8%
|
|
|
4
|
|
$28.8M
|
-$2.67M
|
-189,578
|
-7%
|
|
|
5
|
Soltis Investment Advisors
St. George,
Utah
|
$23.9M
|
+$28.3M
|
+2,005,425
|
New
|
|
|
6
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$21.3M
|
+$25.2M
|
+1,787,510
|
New
|
|
|
7
|
Mission Wealth Management
Santa Barbara,
California
|
$21.2M
|
+$25.1M
|
+1,779,472
|
New
|
|
|
8
|
Parallel Advisors
San Francisco,
California
|
$17.3M
|
+$20.4M
|
+1,448,710
|
+137,841%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$14.7M
|
+$1.79M
|
+127,069
|
+11%
|
|
|
10
|
Geode Capital Management
Boston,
Massachusetts
|
$14.7M
|
+$1.13M
|
+79,933
|
+7%
|
|
|
11
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$13.7M
|
+$15.6M
|
+1,109,356
|
New
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$12.6M
|
+$15M
|
+1,061,149
|
New
|
|
|
13
|
Balyasny Asset Management
Chicago,
Illinois
|
$11.8M
|
+$12M
|
+854,539
|
+642%
|
|
|
14
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$11.2M
|
+$12.7M
|
+904,000
|
+2,292%
|
|
|
15
|
|
$11.1M
|
+$1.66M
|
+118,147
|
+15%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$8.68M
|
+$9.82M
|
+696,682
|
+2,240%
|
|
|
17
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$8.01M
|
+$773K
|
+54,859
|
+9%
|
|
|
18
|
First Foundation Advisors
Irvine,
California
|
$7.89M
|
+$9.32M
|
+661,558
|
New
|
|
|
19
|
Bank of New York Mellon
New York
|
$7.08M
|
-$192K
|
-13,606
|
-2%
|
|
|
20
|
Principal Financial Group
Des Moines,
Iowa
|
$7.04M
|
+$2.06M
|
+146,501
|
+33%
|
|
|
21
|
Charles Schwab
San Francisco,
California
|
$6.93M
|
+$760K
|
+53,962
|
+10%
|
|
|
22
|
VanEck Associates
New York
|
$6.28M
|
+$1.84M
|
+130,604
|
+33%
|
|
|
23
|
|
$6.11M
|
+$2.12M
|
+150,718
|
+42%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$5.85M
|
+$6.92M
|
+490,869
|
New
|
|
|
25
|
Brown Advisory
Baltimore,
Maryland
|
$5.7M
|
+$6.74M
|
+478,328
|
New
|
|
