|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.85M
|
–
|
–
|
–
|
|
|
2
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$607K
|
–
|
–
|
–
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$485K
|
+$49.8K
|
+38,732
|
+15%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$318K
|
-$8.63K
|
-6,714
|
-3%
|
|
|
5
|
Kestra Private Wealth Services
Austin,
Texas
|
$290K
|
+$42.9K
|
+33,344
|
+23%
|
|
|
6
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$230K
|
–
|
–
|
–
|
|
|
7
|
Ritholtz Wealth Management
New York
|
$230K
|
–
|
–
|
–
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$165K
|
–
|
–
|
–
|
|
|
9
|
|
$149K
|
+$2.36K
|
+1,836
|
+2%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$145K
|
+$77K
|
+59,872
|
+212%
|
|
|
11
|
Cannon Financial Strategists
Athens,
Georgia
|
$130K
|
+$12.9K
|
+10,000
|
+15%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$129K
|
–
|
–
|
–
|
|
|
13
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$123K
|
–
|
–
|
–
|
|
|
14
|
|
$117K
|
-$2.7K
|
-2,101
|
-3%
|
|
|
15
|
Advisory Research
Chicago,
Illinois
|
$82.5K
|
–
|
–
|
–
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$81.7K
|
–
|
–
|
–
|
|
|
17
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$70K
|
-$40.4K
|
-31,450
|
-43%
|
|
|
18
|
|
$62.3K
|
+$19K
|
+14,753
|
+64%
|
|
|
19
|
D'Orazio & Associates
Falls Church,
Virginia
|
$54.4K
|
–
|
–
|
–
|
|
|
20
|
XTX Topco
George Town,
Cayman Islands
|
$27.9K
|
+$21.8K
|
+16,927
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$26.4K
|
–
|
–
|
–
|
|
|
22
|
Bessemer Group
Woodbridge,
New Jersey
|
$25K
|
+$19.5K
|
+15,200
|
New
|
|
|
23
|
Charles Schwab
San Francisco,
California
|
$24K
|
–
|
–
|
–
|
|
|
24
|
SMART Wealth
Omaha,
Nebraska
|
$19.8K
|
–
|
–
|
–
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$18.1K
|
–
|
–
|
–
|
|
