|
1
|
|
$175M
|
+$2.27M
|
+188,432
|
+1%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$73.8M
|
+$2.67M
|
+221,932
|
+3%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$40.2M
|
+$1.89M
|
+157,180
|
+5%
|
|
|
4
|
|
$19.8M
|
-$9.92M
|
-824,400
|
-32%
|
|
|
5
|
Mission Wealth Management
Santa Barbara,
California
|
$19.4M
|
-$320K
|
-26,568
|
-1%
|
|
|
6
|
Soltis Investment Advisors
St. George,
Utah
|
$19M
|
-$2.9M
|
-240,854
|
-12%
|
|
|
7
|
Geode Capital Management
Boston,
Massachusetts
|
$17.8M
|
+$581K
|
+48,266
|
+3%
|
|
|
8
|
Parallel Advisors
San Francisco,
California
|
$15.1M
|
-$1.13M
|
-94,207
|
-6%
|
|
|
9
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$14.8M
|
+$15.4M
|
+1,280,634
|
New
|
|
|
10
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$13.8M
|
-$622K
|
-51,744
|
-4%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$10M
|
-$432K
|
-35,935
|
-4%
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
$9.63M
|
-$4.55M
|
-378,432
|
-30%
|
|
|
13
|
Charles Schwab
San Francisco,
California
|
$9.56M
|
+$467K
|
+38,833
|
+5%
|
|
|
14
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$9.33M
|
-$1.71M
|
-142,445
|
-15%
|
|
|
15
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$8.57M
|
+$271K
|
+22,562
|
+3%
|
|
|
16
|
Bank of New York Mellon
New York
|
$8.48M
|
-$488K
|
-40,603
|
-5%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$8.14M
|
-$6.8K
|
-565
|
-0.1%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$8.11M
|
+$296K
|
+24,584
|
+3%
|
|
|
19
|
|
$8.03M
|
+$281K
|
+23,369
|
+3%
|
|
|
20
|
First Foundation Advisors
Irvine,
California
|
$6.86M
|
-$137K
|
-11,425
|
-2%
|
|
|
21
|
Principal Financial Group
Des Moines,
Iowa
|
$6.67M
|
-$1.08M
|
-89,385
|
-13%
|
|
|
22
|
First Trust Advisors
Wheaton,
Illinois
|
$6.31M
|
+$903K
|
+75,067
|
+15%
|
|
|
23
|
VanEck Associates
New York
|
$6.01M
|
+$402K
|
+33,445
|
+7%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$5.39M
|
-$596K
|
-49,523
|
-9%
|
|
|
25
|
|
$4.48M
|
-$4.97M
|
-412,861
|
-51%
|
|
