|
1
|
|
$1.35M
|
-$22.9K
|
-5,173
|
-1%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.17M
|
-$13.7K
|
-3,102
|
-0.9%
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$552K
|
+$28K
|
+6,327
|
+4%
|
|
|
4
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$551K
|
–
|
–
|
–
|
|
|
5
|
Icon Wealth Advisors
Houston,
Texas
|
$398K
|
+$2.21K
|
+500
|
+0.4%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$328K
|
-$1.55K
|
-350
|
-0.4%
|
|
|
7
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$247K
|
+$24.9K
|
+5,626
|
+8%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$194K
|
+$44.8K
|
+10,129
|
+22%
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$158K
|
-$6.41K
|
-1,449
|
-3%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$155K
|
-$26.6K
|
-6,022
|
-12%
|
|
|
11
|
Sentinel Trust
Houston,
Texas
|
$136K
|
+$41.8K
|
+9,450
|
+31%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$132K
|
+$5.93K
|
+1,342
|
+4%
|
|
|
13
|
Wealthedge Investment Advisors
New York
|
$131K
|
+$135K
|
+30,463
|
+376%
|
|
|
14
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$92K
|
+$38.3K
|
+8,673
|
+47%
|
|
|
15
|
|
$68.1K
|
+$6.2K
|
+1,402
|
+8%
|
|
|
16
|
Trinity Legacy Partners
Houston,
Texas
|
$66.8K
|
+$3.54K
|
+800
|
+4%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$61.5K
|
+$22
|
+5
|
+0%
|
|
|
18
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$61.2K
|
–
|
–
|
–
|
|
|
19
|
|
$50.2K
|
-$43.2K
|
-9,778
|
-40%
|
|
|
20
|
Patron Partners
Houston,
Texas
|
$44.2K
|
+$22.1K
|
+5,000
|
+63%
|
|
|
21
|
|
$42K
|
-$60.9K
|
-13,771
|
-53%
|
|
|
22
|
TFO Wealth Partners
Maumee,
Ohio
|
$40.3K
|
+$52.4K
|
+11,860
|
New
|
|
|
23
|
Nuveen
Charlotte,
North Carolina
|
$37.3K
|
–
|
–
|
–
|
|
|
24
|
Bank of New York Mellon
New York
|
$36.5K
|
–
|
–
|
–
|
|
|
25
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$34.6K
|
–
|
–
|
–
|
|
