|
1
|
|
$8.41M
|
+$8.71M
|
+272,894
|
+346%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$7M
|
+$903K
|
+28,303
|
+11%
|
|
|
3
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$3.87M
|
–
|
–
|
–
|
|
|
4
|
Icon Wealth Partners
Houston,
Texas
|
$2.74M
|
–
|
–
|
–
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$2.73M
|
+$2.43M
|
+76,147
|
+200%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$2.51M
|
+$3.26M
|
+102,084
|
+3,726%
|
|
|
7
|
Manhattan West Asset Management
Los Angeles,
California
|
$1.62M
|
-$899K
|
-28,173
|
-29%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.29M
|
–
|
–
|
–
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$1.17M
|
+$1.32M
|
+41,300
|
+549%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$1.04M
|
+$437K
|
+13,690
|
+46%
|
|
|
11
|
McIlrath & Eck
Arlington,
Washington
|
$825K
|
–
|
–
|
–
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$542K
|
+$724K
|
+22,673
|
New
|
|
|
13
|
Trinity Legacy Partners
Houston,
Texas
|
$514K
|
–
|
–
|
–
|
|
|
14
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$430K
|
+$574K
|
+18,000
|
New
|
|
|
15
|
Bank of New York Mellon
New York
|
$394K
|
+$430K
|
+13,479
|
+448%
|
|
|
16
|
TFO Wealth Partners
Maumee,
Ohio
|
$283K
|
–
|
–
|
–
|
|
|
17
|
Nuveen
Charlotte,
North Carolina
|
$262K
|
+$350K
|
+10,975
|
New
|
|
|
18
|
Defender Capital
Charlotte,
North Carolina
|
$222K
|
+$297K
|
+9,300
|
New
|
|
|
19
|
|
$206K
|
+$273K
|
+8,565
|
+18,620%
|
|
|
20
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$192K
|
–
|
–
|
–
|
|
|
21
|
Element Pointe Advisors
Miami,
Florida
|
$188K
|
–
|
–
|
–
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$177K
|
–
|
–
|
–
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$146K
|
–
|
–
|
–
|
|
|
24
|
|
$114K
|
+$152K
|
+4,769
|
New
|
|
|
25
|
RhumbLine Advisers
Boston,
Massachusetts
|
$112K
|
+$149K
|
+4,676
|
New
|
|
