|
1
|
|
$2.75M
|
+$99.7K
|
+8,083
|
+2%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.38M
|
+$9.4K
|
+762
|
+0.2%
|
|
|
3
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$1.11M
|
–
|
–
|
–
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$1.07M
|
+$3.9K
|
+316
|
+0.2%
|
|
|
5
|
Icon Wealth Advisors
Houston,
Texas
|
$796K
|
–
|
–
|
–
|
|
|
6
|
Highbridge Capital Management
New York
|
$765K
|
+$1.38M
|
+112,037
|
New
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$662K
|
+$864
|
+70
|
+0.1%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$458K
|
+$35.1K
|
+2,846
|
+4%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$353K
|
+$39.8K
|
+3,229
|
+7%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$326K
|
-$25.2K
|
-2,041
|
-4%
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$320K
|
+$45.2K
|
+3,664
|
+8%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$255K
|
+$462K
|
+37,419
|
New
|
|
|
13
|
Sentinel Trust
Houston,
Texas
|
$209K
|
+$8.39K
|
+680
|
+2%
|
|
|
14
|
|
$178K
|
+$169K
|
+13,675
|
+110%
|
|
|
15
|
|
$168K
|
+$74.1K
|
+6,008
|
+32%
|
|
|
16
|
Trinity Legacy Partners
Houston,
Texas
|
$153K
|
–
|
–
|
–
|
|
|
17
|
|
$127K
|
+$107K
|
+8,696
|
+88%
|
|
|
18
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$126K
|
+$60.2K
|
+4,877
|
+36%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$123K
|
-$2.69K
|
-218
|
-1%
|
|
|
20
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$123K
|
–
|
–
|
–
|
|
|
21
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$101K
|
–
|
–
|
–
|
|
|
22
|
|
$78.6K
|
+$83.6K
|
+6,772
|
+143%
|
|
|
23
|
Nuveen
Charlotte,
North Carolina
|
$74.9K
|
–
|
–
|
–
|
|
|
24
|
Bank of New York Mellon
New York
|
$73.2K
|
–
|
–
|
–
|
|
|
25
|
Barclays
London,
United Kingdom
|
$70.7K
|
+$11.2K
|
+908
|
+10%
|
|
