|
1
|
|
$4.59M
|
+$328K
|
+25,658
|
+7%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.1M
|
+$43.4K
|
+3,398
|
+1%
|
|
|
3
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$1.94M
|
–
|
–
|
–
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$1.68M
|
+$89K
|
+6,969
|
+5%
|
|
|
5
|
Icon Wealth Advisors
Houston,
Texas
|
$1.39M
|
–
|
–
|
–
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$1.16M
|
+$3.78K
|
+296
|
+0.3%
|
|
|
7
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$771K
|
+$130K
|
+10,179
|
+19%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$646K
|
+$646K
|
+50,573
|
+1,533%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$580K
|
+$6.59K
|
+516
|
+1%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$498K
|
+$35.4K
|
+2,772
|
+7%
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$469K
|
+$14.9K
|
+1,165
|
+3%
|
|
|
12
|
Sentinel Trust
Houston,
Texas
|
$360K
|
–
|
–
|
–
|
|
|
13
|
Trinity Legacy Partners
Houston,
Texas
|
$268K
|
+$11.3K
|
+883
|
+4%
|
|
|
14
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$240K
|
–
|
–
|
–
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$218K
|
–
|
–
|
–
|
|
|
16
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$216K
|
–
|
–
|
–
|
|
|
17
|
Bank of New York Mellon
New York
|
$178K
|
–
|
–
|
–
|
|
|
18
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$151K
|
+$22.3K
|
+1,750
|
+16%
|
|
|
19
|
TFO Wealth Partners
Maumee,
Ohio
|
$142K
|
+$151K
|
+11,860
|
New
|
|
|
20
|
Nuveen
Charlotte,
North Carolina
|
$132K
|
–
|
–
|
–
|
|
|
21
|
Defender Capital
Charlotte,
North Carolina
|
$112K
|
–
|
–
|
–
|
|
|
22
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$101K
|
–
|
–
|
–
|
|
|
23
|
|
$97.9K
|
-$17.8K
|
-1,396
|
-15%
|
|
|
24
|
Element Pointe Advisors
Miami,
Florida
|
$94.4K
|
–
|
–
|
–
|
|
|
25
|
|
$84K
|
+$59.6K
|
+4,671
|
+201%
|
|
