|
1
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$917K
|
+$894K
|
+322,788
|
New
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$587K
|
+$343K
|
+124,051
|
+150%
|
|
|
3
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$455K
|
–
|
–
|
–
|
|
|
4
|
D.A. Davidson & Co
Great Falls,
Montana
|
$385K
|
+$72.5K
|
+26,188
|
+24%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$339K
|
+$45.7K
|
+16,510
|
+16%
|
|
|
6
|
Icon Wealth Advisors
Houston,
Texas
|
$261K
|
–
|
–
|
–
|
|
|
7
|
|
$225K
|
-$8
|
-3
|
-0%
|
|
|
8
|
Millennium Management
New York
|
$181K
|
-$69.2K
|
-24,983
|
-28%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$180K
|
–
|
–
|
–
|
|
|
10
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$149K
|
+$19.4K
|
+7,000
|
+15%
|
|
|
11
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$138K
|
+$134K
|
+48,458
|
New
|
|
|
12
|
Sentinel Trust
Houston,
Texas
|
$114K
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$111K
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$105K
|
+$103K
|
+37,028
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$96.1K
|
+$55.9K
|
+20,189
|
+148%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$80K
|
–
|
–
|
–
|
|
|
17
|
Trinity Legacy Partners
Houston,
Texas
|
$76.4K
|
-$17
|
-6
|
-0%
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$65.8K
|
–
|
–
|
–
|
|
|
19
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$51.7K
|
–
|
–
|
–
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$51.3K
|
–
|
–
|
–
|
|
|
21
|
Prospera Financial Services
Dallas,
Texas
|
$49.7K
|
+$48.5K
|
+17,500
|
New
|
|
|
22
|
Patron Partners
Houston,
Texas
|
$42.6K
|
+$2.77K
|
+1,000
|
+7%
|
|
|
23
|
Two Sigma Investments
New York
|
$38.7K
|
–
|
–
|
–
|
|
|
24
|
Westend Capital Management
Sausalito,
California
|
$36.9K
|
+$36K
|
+13,000
|
New
|
|
|
25
|
TFO Wealth Partners
Maumee,
Ohio
|
$33.7K
|
–
|
–
|
–
|
|
