|
1
|
|
$5.37M
|
+$150K
|
+12,334
|
+3%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.72M
|
+$65.7K
|
+5,405
|
+2%
|
|
|
3
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$2.2M
|
–
|
–
|
–
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$2.12M
|
+$193K
|
+15,848
|
+11%
|
|
|
5
|
Icon Wealth Advisors
Houston,
Texas
|
$1.59M
|
+$24.3K
|
+2,000
|
+2%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$1.32M
|
+$5.77K
|
+475
|
+0.5%
|
|
|
7
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$874K
|
-$61
|
-5
|
-0%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$678K
|
+$101K
|
+8,320
|
+20%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$659K
|
+$1.22K
|
+100
|
+0.2%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$588K
|
+$50.6K
|
+4,162
|
+11%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$500K
|
-$208K
|
-17,090
|
-32%
|
|
|
12
|
Sentinel Trust
Houston,
Texas
|
$408K
|
–
|
–
|
–
|
|
|
13
|
Trinity Legacy Partners
Houston,
Texas
|
$331K
|
–
|
–
|
–
|
|
|
14
|
|
$252K
|
+$126K
|
+10,377
|
+127%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$249K
|
+$1.43K
|
+118
|
+0.6%
|
|
|
16
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$245K
|
–
|
–
|
–
|
|
|
17
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$202K
|
-$62.3K
|
-5,131
|
-26%
|
|
|
18
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$184K
|
+$10.9K
|
+900
|
+7%
|
|
|
19
|
|
$169K
|
+$116K
|
+9,525
|
+325%
|
|
|
20
|
TFO Wealth Partners
Maumee,
Ohio
|
$161K
|
–
|
–
|
–
|
|
|
21
|
Nuveen
Charlotte,
North Carolina
|
$149K
|
–
|
–
|
–
|
|
|
22
|
Bank of New York Mellon
New York
|
$146K
|
-$50.3K
|
-4,142
|
-28%
|
|
|
23
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$138K
|
+$25.8K
|
+2,121
|
+26%
|
|
|
24
|
|
$135K
|
+$98.2K
|
+8,085
|
+441%
|
|
|
25
|
Barclays
London,
United Kingdom
|
$129K
|
+$86K
|
+7,083
|
+299%
|
|
