|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$633K
|
+$353K
|
+138,844
|
+89%
|
|
|
2
|
Geode Capital Management
Boston,
Massachusetts
|
$431K
|
-$20.5K
|
-8,080
|
-4%
|
|
|
3
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$430K
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$344K
|
-$3.35K
|
-1,319
|
-0.8%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$287K
|
–
|
–
|
–
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$215K
|
–
|
–
|
–
|
|
|
7
|
Cannon Financial Strategists
Athens,
Georgia
|
$173K
|
+$46.2K
|
+18,181
|
+29%
|
|
|
8
|
Kestra Private Wealth Services
Austin,
Texas
|
$161K
|
+$19.1K
|
+7,500
|
+11%
|
|
|
9
|
Baker Avenue Asset Management
San Francisco,
California
|
$143K
|
–
|
–
|
–
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$140K
|
–
|
–
|
–
|
|
|
11
|
Advisory Research
Chicago,
Illinois
|
$108K
|
-$127K
|
-50,000
|
-50%
|
|
|
12
|
Bank of New York Mellon
New York
|
$103K
|
-$2.06K
|
-810
|
-2%
|
|
|
13
|
Northern Trust
Chicago,
Illinois
|
$102K
|
–
|
–
|
–
|
|
|
14
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$96.5K
|
+$5.08K
|
+2,000
|
+5%
|
|
|
15
|
D'Orazio & Associates
Falls Church,
Virginia
|
$70.9K
|
–
|
–
|
–
|
|
|
16
|
|
$50.8K
|
–
|
–
|
–
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$42.5K
|
-$12.2K
|
-4,800
|
-20%
|
|
|
18
|
Charles Schwab
San Francisco,
California
|
$31.3K
|
–
|
–
|
–
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$27.9K
|
–
|
–
|
–
|
|
|
20
|
SMART Wealth
Omaha,
Nebraska
|
$27.9K
|
–
|
–
|
–
|
|
|
21
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$21.5K
|
–
|
–
|
–
|
|
|
22
|
|
$12.9K
|
-$7.37K
|
-2,899
|
-32%
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$6.49K
|
-$5.36K
|
-2,109
|
-41%
|
|
|
24
|
Larson Financial Group
St Louis,
Missouri
|
$2.69K
|
–
|
–
|
–
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.15K
|
–
|
–
|
–
|
|
