|
1
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$1.6M
|
+$840K
|
+939,719
|
+78%
|
|
|
2
|
|
$741K
|
+$80K
|
+89,516
|
+10%
|
|
|
3
|
Corsair Capital Management
New York
|
$684K
|
+$816K
|
+912,500
|
New
|
|
|
4
|
|
$469K
|
+$559K
|
+625,000
|
New
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$360K
|
+$91.3K
|
+102,174
|
+27%
|
|
|
6
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$276K
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$224K
|
-$32.4K
|
-36,272
|
-11%
|
|
|
8
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$206K
|
+$112K
|
+124,756
|
+83%
|
|
|
9
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$186K
|
+$103K
|
+115,150
|
+87%
|
|
|
10
|
Beacon Pointe Advisors
Newport Beach,
California
|
$185K
|
-$358
|
-400
|
-0.2%
|
|
|
11
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$156K
|
–
|
–
|
–
|
|
|
12
|
Ritholtz Wealth Management
New York
|
$156K
|
–
|
–
|
–
|
|
|
13
|
Kestra Private Wealth Services
Austin,
Texas
|
$130K
|
-$447
|
-500
|
-0.3%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$101K
|
+$25.5K
|
+28,484
|
+27%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$94.1K
|
–
|
–
|
–
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$75.8K
|
+$38.4K
|
+42,965
|
+74%
|
|
|
17
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$75.3K
|
+$5.36K
|
+6,000
|
+6%
|
|
|
18
|
Cannon Financial Strategists
Athens,
Georgia
|
$54.6K
|
–
|
–
|
–
|
|
|
19
|
|
$42.8K
|
-$1.39K
|
-1,554
|
-3%
|
|
|
20
|
XTX Topco
George Town,
Cayman Islands
|
$40.7K
|
+$37.9K
|
+42,358
|
+355%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$38.3K
|
–
|
–
|
–
|
|
|
22
|
Advisory Research
Chicago,
Illinois
|
$37.5K
|
–
|
–
|
–
|
|
|
23
|
D'Orazio & Associates
Falls Church,
Virginia
|
$36.7K
|
–
|
–
|
–
|
|
|
24
|
CIBC Bancorp USA
Chicago,
Illinois
|
$15.5K
|
+$8.94K
|
+10,000
|
+94%
|
|
|
25
|
Davidson Kahn Capital Management
Sherman Oaks,
California
|
$13K
|
+$15.5K
|
+17,333
|
New
|
|
