|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.76M
|
+$32.7K
|
+12,989
|
+2%
|
|
|
2
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$575K
|
–
|
–
|
–
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$556K
|
+$21.2K
|
+8,442
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$368K
|
–
|
–
|
–
|
|
|
5
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$320K
|
–
|
–
|
–
|
|
|
6
|
Ritholtz Wealth Management
New York
|
$320K
|
–
|
–
|
–
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$307K
|
–
|
–
|
–
|
|
|
8
|
Kestra Private Wealth Services
Austin,
Texas
|
$240K
|
+$1.82K
|
+725
|
+0.7%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$230K
|
–
|
–
|
–
|
|
|
10
|
Cannon Financial Strategists
Athens,
Georgia
|
$185K
|
–
|
–
|
–
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$180K
|
+$22.1K
|
+8,800
|
+13%
|
|
|
12
|
|
$172K
|
+$297
|
+118
|
+0.2%
|
|
|
13
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$171K
|
+$50.3K
|
+20,000
|
+37%
|
|
|
14
|
Advisory Research
Chicago,
Illinois
|
$115K
|
–
|
–
|
–
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$114K
|
+$6.78K
|
+2,695
|
+6%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$100K
|
+$110K
|
+43,600
|
New
|
|
|
17
|
D'Orazio & Associates
Falls Church,
Virginia
|
$75.9K
|
–
|
–
|
–
|
|
|
18
|
SMART Wealth
Omaha,
Nebraska
|
$57.5K
|
+$30.2K
|
+12,000
|
+92%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$50K
|
+$54.7K
|
+21,732
|
New
|
|
|
20
|
Charles Schwab
San Francisco,
California
|
$33.4K
|
–
|
–
|
–
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$32.8K
|
–
|
–
|
–
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$25.3K
|
–
|
–
|
–
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$23.9K
|
–
|
–
|
–
|
|
|
24
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$23K
|
–
|
–
|
–
|
|
|
25
|
bLong Financial
Memphis,
Tennessee
|
$23K
|
+$25.1K
|
+10,000
|
New
|
|
