|
1
|
|
$5.25M
|
+$299K
|
+22,376
|
+6%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.24M
|
+$63.6K
|
+4,764
|
+2%
|
|
|
3
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$2.3M
|
–
|
–
|
–
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$1.81M
|
+$112K
|
+8,388
|
+7%
|
|
|
5
|
Icon Wealth Advisors
Houston,
Texas
|
$1.63M
|
+$1.53M
|
+114,661
|
New
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$1.36M
|
-$68.7K
|
-5,150
|
-5%
|
|
|
7
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$768K
|
–
|
–
|
–
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$681K
|
-$8.04K
|
-602
|
-1%
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$540K
|
+$5.98K
|
+448
|
+1%
|
|
|
10
|
McIlrath & Eck
Arlington,
Washington
|
$490K
|
–
|
–
|
–
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$362K
|
+$27.3K
|
+2,044
|
+9%
|
|
|
12
|
Trinity Legacy Partners
Houston,
Texas
|
$305K
|
–
|
–
|
–
|
|
|
13
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$256K
|
–
|
–
|
–
|
|
|
14
|
Bank of New York Mellon
New York
|
$234K
|
–
|
–
|
–
|
|
|
15
|
|
$227K
|
+$148K
|
+11,117
|
+229%
|
|
|
16
|
TFO Wealth Partners
Maumee,
Ohio
|
$168K
|
–
|
–
|
–
|
|
|
17
|
Sentinel Trust
Houston,
Texas
|
$167K
|
–
|
–
|
–
|
|
|
18
|
Nuveen
Charlotte,
North Carolina
|
$156K
|
–
|
–
|
–
|
|
|
19
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$149K
|
+$140K
|
+10,476
|
New
|
|
|
20
|
Defender Capital
Charlotte,
North Carolina
|
$132K
|
–
|
–
|
–
|
|
|
21
|
Barclays
London,
United Kingdom
|
$122K
|
+$98.7K
|
+7,394
|
+631%
|
|
|
22
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$114K
|
–
|
–
|
–
|
|
|
23
|
Element Pointe Advisors
Miami,
Florida
|
$112K
|
–
|
–
|
–
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$108K
|
-$18.6K
|
-1,390
|
-15%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$94.8K
|
+$49K
|
+3,670
|
+122%
|
|
