|
1
|
|
$157M
|
+$40.8M
|
+3,149,533
|
+26%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$64.9M
|
+$12.5M
|
+967,743
|
+18%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$35.1M
|
+$8.45M
|
+653,207
|
+24%
|
|
|
4
|
|
$26.4M
|
+$2.4M
|
+185,285
|
+8%
|
|
|
5
|
Soltis Investment Advisors
St. George,
Utah
|
$19.7M
|
-$794K
|
-61,377
|
-3%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$18M
|
-$104K
|
-8,021
|
-0.5%
|
|
|
7
|
Geode Capital Management
Boston,
Massachusetts
|
$15.7M
|
+$4.14M
|
+320,048
|
+26%
|
|
|
8
|
Parallel Advisors
San Francisco,
California
|
$14.7M
|
+$54.5K
|
+4,214
|
+0.3%
|
|
|
9
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$13.1M
|
-$6.43M
|
-496,672
|
-28%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$12.6M
|
+$79K
|
+6,102
|
+0.5%
|
|
|
11
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$9.94M
|
+$475K
|
+36,693
|
+4%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$9.47M
|
-$1.64M
|
-126,813
|
-12%
|
|
|
13
|
Charles Schwab
San Francisco,
California
|
$8.31M
|
+$3.08M
|
+238,328
|
+41%
|
|
|
14
|
|
$8.26M
|
-$1.49M
|
-115,206
|
-12%
|
|
|
15
|
Bank of New York Mellon
New York
|
$8.13M
|
+$2.69M
|
+207,866
|
+35%
|
|
|
16
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$7.58M
|
+$966K
|
+74,658
|
+11%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$7.41M
|
+$39.4K
|
+3,047
|
+0.4%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$7.1M
|
+$4.07M
|
+314,509
|
+81%
|
|
|
19
|
|
$7.07M
|
+$2.39M
|
+184,781
|
+36%
|
|
|
20
|
Principal Financial Group
Des Moines,
Iowa
|
$6.98M
|
+$1.26M
|
+97,553
|
+17%
|
|
|
21
|
First Foundation Advisors
Irvine,
California
|
$6.36M
|
-$449K
|
-34,699
|
-5%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$5.41M
|
+$1.72M
|
+133,185
|
+33%
|
|
|
23
|
VanEck Associates
New York
|
$5.13M
|
-$277K
|
-21,380
|
-4%
|
|
|
24
|
First Trust Advisors
Wheaton,
Illinois
|
$4.98M
|
+$788K
|
+60,863
|
+14%
|
|
|
25
|
Farallon Capital Management
San Francisco,
California
|
$4.79M
|
–
|
–
|
–
|
|
