|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.83M
|
+$275K
|
+121,887
|
+21%
|
|
|
2
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$642K
|
–
|
–
|
–
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$548K
|
+$9.9K
|
+4,394
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$411K
|
-$3.64K
|
-1,613
|
-1%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$343K
|
–
|
–
|
–
|
|
|
6
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$276K
|
+$141K
|
+62,300
|
+139%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$257K
|
–
|
–
|
–
|
|
|
8
|
Kestra Private Wealth Services
Austin,
Texas
|
$234K
|
+$1.64K
|
+725
|
+0.8%
|
|
|
9
|
Cannon Financial Strategists
Athens,
Georgia
|
$207K
|
–
|
–
|
–
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$179K
|
+$9.7K
|
+4,300
|
+7%
|
|
|
11
|
Pasadena Private Wealth
Pasadena,
California
|
$151K
|
-$53.9K
|
-23,855
|
-29%
|
|
|
12
|
|
$132K
|
+$62.9K
|
+27,826
|
+118%
|
|
|
13
|
Advisory Research
Chicago,
Illinois
|
$128K
|
–
|
–
|
–
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$120K
|
-$1.14K
|
-505
|
-1%
|
|
|
15
|
D'Orazio & Associates
Falls Church,
Virginia
|
$84.8K
|
–
|
–
|
–
|
|
|
16
|
Baker Avenue Asset Management
San Francisco,
California
|
$55.5K
|
-$56.5K
|
-25,000
|
-54%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$37.4K
|
–
|
–
|
–
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$36.6K
|
–
|
–
|
–
|
|
|
19
|
SMART Wealth
Omaha,
Nebraska
|
$33.4K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.8K
|
–
|
–
|
–
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$28.3K
|
–
|
–
|
–
|
|
|
22
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$25.7K
|
–
|
–
|
–
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$16.2K
|
+$7.54K
|
+3,337
|
+112%
|
|
|
24
|
|
$11.2K
|
-$8.28K
|
-3,667
|
-46%
|
|
|
25
|
Larson Financial Group
St Louis,
Missouri
|
$3.21K
|
–
|
–
|
–
|
|
