|
1
|
Avantax Advisory Services
Dallas,
Texas
|
$10.5M
|
+$1.57M
|
+225,000
|
+22%
|
|
|
2
|
|
$8.45M
|
-$871K
|
-125,000
|
-11%
|
|
|
3
|
Conversant Capital
Summit,
New Jersey
|
$4.51M
|
–
|
–
|
–
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$3.16M
|
–
|
–
|
–
|
|
|
5
|
Boston Partners
Boston,
Massachusetts
|
$2.28M
|
+$1.89M
|
+270,628
|
New
|
|
|
6
|
|
$1.95M
|
+$128K
|
+18,373
|
+9%
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.5M
|
+$5.81K
|
+834
|
+0.5%
|
|
|
8
|
Geode Capital Management
Boston,
Massachusetts
|
$1.12M
|
-$23.8K
|
-3,418
|
-3%
|
|
|
9
|
|
$1.12M
|
–
|
–
|
–
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$545K
|
+$1.39K
|
+200
|
+0.3%
|
|
|
11
|
Millennium Management
New York
|
$530K
|
+$138K
|
+19,868
|
+29%
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
$501K
|
+$150K
|
+21,484
|
+57%
|
|
|
13
|
Hazelview Securities
Toronto,
Ontario, Canada
|
$180K
|
–
|
–
|
–
|
|
|
14
|
Charles Schwab
San Francisco,
California
|
$147K
|
–
|
–
|
–
|
|
|
15
|
Bank of New York Mellon
New York
|
$128K
|
-$19.6K
|
-2,806
|
-16%
|
|
|
16
|
|
$118K
|
+$98.1K
|
+14,086
|
New
|
|
|
17
|
Red Door Wealth Management
Memphis,
Tennessee
|
$110K
|
+$2.01K
|
+288
|
+2%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$98.8K
|
+$81.7K
|
+11,725
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$97.8K
|
+$24.6K
|
+3,524
|
+44%
|
|
|
20
|
|
$94.6K
|
+$43.5K
|
+6,237
|
+125%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$76K
|
+$41.6K
|
+5,964
|
+195%
|
|
|
22
|
Barclays
London,
United Kingdom
|
$63.6K
|
+$44.4K
|
+6,377
|
+546%
|
|
|
23
|
|
$61K
|
+$22.6K
|
+3,242
|
+81%
|
|
|
24
|
RhumbLine Advisers
Boston,
Massachusetts
|
$51.7K
|
-$1.18K
|
-170
|
-3%
|
|
|
25
|
American International Group
New York
|
$22.6K
|
-$84
|
-12
|
-0.4%
|
|
