|
1
|
Wealthspire Advisors (New York)
New York
|
$720K
|
+$16.1K
|
+10,845
|
+2%
|
|
|
2
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$506K
|
+$577K
|
+388,874
|
New
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$261K
|
+$91.9K
|
+61,979
|
+45%
|
|
|
4
|
Leo Wealth LLC
Hurst,
Texas
|
$225K
|
–
|
–
|
–
|
|
|
5
|
Simon Quick Advisors
Morristown,
New Jersey
|
$225K
|
–
|
–
|
–
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$208K
|
–
|
–
|
–
|
|
|
7
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$75.6K
|
+$86.2K
|
+58,125
|
New
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$72.5K
|
–
|
–
|
–
|
|
|
9
|
XTX Topco
George Town,
Cayman Islands
|
$71.4K
|
+$43.2K
|
+29,110
|
+113%
|
|
|
10
|
|
$55.4K
|
+$15.8K
|
+10,673
|
+33%
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$44.2K
|
–
|
–
|
–
|
|
|
12
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$33.9K
|
–
|
–
|
–
|
|
|
13
|
Granite Islands Private Wealth
Guilford,
Connecticut
|
$31.8K
|
+$3.85K
|
+2,600
|
+12%
|
|
|
14
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$31.6K
|
+$16.7K
|
+11,253
|
+86%
|
|
|
15
|
|
$27.6K
|
+$31.5K
|
+21,223
|
New
|
|
|
16
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$26.4K
|
–
|
–
|
–
|
|
|
17
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$25.7K
|
–
|
–
|
–
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$24.9K
|
–
|
–
|
–
|
|
|
19
|
Schonfeld Strategic Advisors
New York
|
$13.1K
|
+$15K
|
+10,100
|
New
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$11.3K
|
–
|
–
|
–
|
|
|
21
|
Vanguard Global Advisers
Malvern,
Pennsylvania
|
$7K
|
+$7.99K
|
+5,385
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.58K
|
-$11.3K
|
-7,611
|
-68%
|
|
|
23
|
Fortitude Family Office
Scottsdale,
Arizona
|
$1.18K
|
-$630
|
-425
|
-32%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$780
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$650
|
–
|
–
|
–
|
|
