|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.74M
|
+$89.1K
|
+36,864
|
+5%
|
|
|
2
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$580K
|
–
|
–
|
–
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$542K
|
+$49.1K
|
+20,309
|
+10%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$371K
|
–
|
–
|
–
|
|
|
5
|
Ritholtz Wealth Management
New York
|
$323K
|
+$336K
|
+139,182
|
New
|
|
|
6
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$315K
|
+$336K
|
+139,182
|
New
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$309K
|
–
|
–
|
–
|
|
|
8
|
Kestra Private Wealth Services
Austin,
Texas
|
$240K
|
+$30.5K
|
+12,606
|
+14%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$232K
|
–
|
–
|
–
|
|
|
10
|
Cannon Financial Strategists
Athens,
Georgia
|
$187K
|
–
|
–
|
–
|
|
|
11
|
|
$173K
|
+$56.1K
|
+23,210
|
+45%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$161K
|
–
|
–
|
–
|
|
|
13
|
Pasadena Private Wealth
Pasadena,
California
|
$140K
|
+$4.47K
|
+1,850
|
+3%
|
|
|
14
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$126K
|
-$128K
|
-52,800
|
-49%
|
|
|
15
|
Advisory Research
Chicago,
Illinois
|
$116K
|
–
|
–
|
–
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$109K
|
–
|
–
|
–
|
|
|
17
|
D'Orazio & Associates
Falls Church,
Virginia
|
$76.5K
|
–
|
–
|
–
|
|
|
18
|
Two Sigma Securities
New York
|
$55.5K
|
+$57.8K
|
+23,919
|
New
|
|
|
19
|
XTX Topco
George Town,
Cayman Islands
|
$33.9K
|
+$35.3K
|
+14,603
|
New
|
|
|
20
|
Charles Schwab
San Francisco,
California
|
$33.7K
|
–
|
–
|
–
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$33.1K
|
–
|
–
|
–
|
|
|
22
|
SMART Wealth
Omaha,
Nebraska
|
$30.1K
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.9K
|
–
|
–
|
–
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$25.5K
|
–
|
–
|
–
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$24.1K
|
+$25.1K
|
+10,400
|
New
|
|
