|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.65M
|
+$126K
|
+59,310
|
+8%
|
|
|
2
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$739K
|
+$251K
|
+117,647
|
+47%
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$497K
|
+$11.8K
|
+5,530
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$408K
|
+$91.7K
|
+43,035
|
+27%
|
|
|
5
|
Kestra Private Wealth Services
Austin,
Texas
|
$287K
|
+$81.6K
|
+38,299
|
+37%
|
|
|
6
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$280K
|
–
|
–
|
–
|
|
|
7
|
Ritholtz Wealth Management
New York
|
$280K
|
–
|
–
|
–
|
|
|
8
|
Beacon Pointe Advisors
Newport Beach,
California
|
$201K
|
-$71K
|
-33,334
|
-25%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$201K
|
–
|
–
|
–
|
|
|
10
|
Cannon Financial Strategists
Athens,
Georgia
|
$162K
|
–
|
–
|
–
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$158K
|
–
|
–
|
–
|
|
|
12
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$150K
|
–
|
–
|
–
|
|
|
13
|
|
$148K
|
-$2.04K
|
-957
|
-1%
|
|
|
14
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$148K
|
+$156K
|
+73,450
|
New
|
|
|
15
|
|
$146K
|
+$142K
|
+66,666
|
+1,101%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$118K
|
+$32.3K
|
+15,166
|
+35%
|
|
|
17
|
Advisory Research
Chicago,
Illinois
|
$101K
|
–
|
–
|
–
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$99.5K
|
–
|
–
|
–
|
|
|
19
|
D'Orazio & Associates
Falls Church,
Virginia
|
$66.3K
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
$48.5K
|
+$5.11K
|
+2,400
|
+11%
|
|
|
21
|
Charles Schwab
San Francisco,
California
|
$29.2K
|
–
|
–
|
–
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$28K
|
+$29.7K
|
+13,936
|
New
|
|
|
23
|
SMART Wealth
Omaha,
Nebraska
|
$24.1K
|
-$27.7K
|
-12,983
|
-52%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$22.1K
|
–
|
–
|
–
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$22.1K
|
+$23.4K
|
+11,000
|
New
|
|
