|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.18M
|
+$308K
|
+206,039
|
+70%
|
|
|
2
|
Geode Capital Management
Boston,
Massachusetts
|
$471K
|
–
|
–
|
–
|
|
|
3
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$470K
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$418K
|
+$26.4K
|
+17,711
|
+11%
|
|
|
5
|
|
$333K
|
+$212K
|
+141,708
|
New
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
$313K
|
–
|
–
|
–
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$235K
|
–
|
–
|
–
|
|
|
8
|
Pasadena Private Wealth
Pasadena,
California
|
$196K
|
+$124K
|
+83,334
|
New
|
|
|
9
|
Kestra Private Wealth Services
Austin,
Texas
|
$193K
|
+$10.9K
|
+7,300
|
+10%
|
|
|
10
|
Cannon Financial Strategists
Athens,
Georgia
|
$189K
|
–
|
–
|
–
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$153K
|
–
|
–
|
–
|
|
|
12
|
Advisory Research
Chicago,
Illinois
|
$118K
|
–
|
–
|
–
|
|
|
13
|
Northern Trust
Chicago,
Illinois
|
$111K
|
–
|
–
|
–
|
|
|
14
|
Baker Avenue Asset Management
San Francisco,
California
|
$110K
|
-$29.9K
|
-20,000
|
-30%
|
|
|
15
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$106K
|
–
|
–
|
–
|
|
|
16
|
D'Orazio & Associates
Falls Church,
Virginia
|
$77.5K
|
–
|
–
|
–
|
|
|
17
|
|
$55.5K
|
–
|
–
|
–
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$46.4K
|
–
|
–
|
–
|
|
|
19
|
Bank of New York Mellon
New York
|
$42.9K
|
-$44.2K
|
-29,640
|
-62%
|
|
|
20
|
Charles Schwab
San Francisco,
California
|
$34.2K
|
–
|
–
|
–
|
|
|
21
|
SMART Wealth
Omaha,
Nebraska
|
$30.5K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.3K
|
+$17.3K
|
+11,597
|
New
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$24.1K
|
–
|
–
|
–
|
|
|
24
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$23.5K
|
–
|
–
|
–
|
|
|
25
|
First Foundation Advisors
Irvine,
California
|
$23.5K
|
+$14.9K
|
+10,000
|
New
|
|
