|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.29M
|
+$173K
|
+91,441
|
+18%
|
|
|
2
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$545K
|
+$94.3K
|
+50,000
|
+25%
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$455K
|
+$15.6K
|
+8,258
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$352K
|
-$30.4K
|
-16,098
|
-9%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$291K
|
–
|
–
|
–
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$218K
|
–
|
–
|
–
|
|
|
7
|
Kestra Private Wealth Services
Austin,
Texas
|
$197K
|
+$15.3K
|
+8,125
|
+10%
|
|
|
8
|
Pasadena Private Wealth
Pasadena,
California
|
$180K
|
-$1.46K
|
-775
|
-0.9%
|
|
|
9
|
Cannon Financial Strategists
Athens,
Georgia
|
$175K
|
–
|
–
|
–
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$142K
|
–
|
–
|
–
|
|
|
11
|
Advisory Research
Chicago,
Illinois
|
$109K
|
–
|
–
|
–
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
$103K
|
–
|
–
|
–
|
|
|
13
|
Baker Avenue Asset Management
San Francisco,
California
|
$102K
|
-$102
|
-54
|
-0.1%
|
|
|
14
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$97.9K
|
–
|
–
|
–
|
|
|
15
|
D'Orazio & Associates
Falls Church,
Virginia
|
$71.9K
|
–
|
–
|
–
|
|
|
16
|
|
$63K
|
-$213K
|
-112,840
|
-80%
|
|
|
17
|
|
$51.5K
|
–
|
–
|
–
|
|
|
18
|
Charles Schwab
San Francisco,
California
|
$31.7K
|
–
|
–
|
–
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$31.1K
|
-$10.4K
|
-5,500
|
-28%
|
|
|
20
|
First Foundation Advisors
Irvine,
California
|
$28.6K
|
+$5.85K
|
+3,100
|
+31%
|
|
|
21
|
SMART Wealth
Omaha,
Nebraska
|
$28.3K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.3K
|
–
|
–
|
–
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$24K
|
+$18.9K
|
+10,000
|
+1,000%
|
|
|
24
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$21.8K
|
–
|
–
|
–
|
|
|
25
|
|
$17.5K
|
+$3.77K
|
+2,000
|
+33%
|
|
