|
1
|
|
$4.5M
|
-$160K
|
-12,434
|
-3%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.26M
|
+$511K
|
+39,676
|
+13%
|
|
|
3
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$2.04M
|
–
|
–
|
–
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$1.67M
|
+$67.2K
|
+5,219
|
+4%
|
|
|
5
|
Icon Wealth Advisors
Houston,
Texas
|
$1.44M
|
–
|
–
|
–
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$1.21M
|
–
|
–
|
–
|
|
|
7
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$681K
|
+$64
|
+5
|
+0%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$603K
|
-$1.57K
|
-122
|
-0.3%
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$488K
|
+$9.69K
|
+752
|
+2%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$478K
|
+$160K
|
+12,410
|
+49%
|
|
|
11
|
McIlrath & Eck
Arlington,
Washington
|
$435K
|
–
|
–
|
–
|
|
|
12
|
Sentinel Trust
Houston,
Texas
|
$378K
|
+$235K
|
+18,271
|
+156%
|
|
|
13
|
Trinity Legacy Partners
Houston,
Texas
|
$271K
|
–
|
–
|
–
|
|
|
14
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$252K
|
+$123K
|
+9,524
|
+91%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$229K
|
+$156K
|
+12,075
|
+198%
|
|
|
16
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$227K
|
–
|
–
|
–
|
|
|
17
|
Bank of New York Mellon
New York
|
$187K
|
-$21K
|
-1,627
|
-10%
|
|
|
18
|
Nuveen
Charlotte,
North Carolina
|
$138K
|
–
|
–
|
–
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$137K
|
+$41.7K
|
+3,235
|
+42%
|
|
|
20
|
|
$136K
|
+$78.8K
|
+6,117
|
+130%
|
|
|
21
|
|
$120K
|
-$82.6K
|
-6,414
|
-40%
|
|
|
22
|
Defender Capital
Charlotte,
North Carolina
|
$117K
|
–
|
–
|
–
|
|
|
23
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$101K
|
–
|
–
|
–
|
|
|
24
|
Element Pointe Advisors
Miami,
Florida
|
$99.1K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$77.9K
|
-$6.34K
|
-492
|
-7%
|
|
