|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.6M
|
-$58.6K
|
-34,182
|
-3%
|
|
|
2
|
|
$2.14M
|
+$1.38M
|
+802,121
|
+891%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.09M
|
+$448K
|
+261,166
|
+136%
|
|
|
4
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$882K
|
–
|
–
|
–
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$734K
|
+$20.8K
|
+12,142
|
+4%
|
|
|
6
|
Ritholtz Wealth Management
New York
|
$500K
|
+$118K
|
+69,009
|
+50%
|
|
|
7
|
Kestra Private Wealth Services
Austin,
Texas
|
$420K
|
-$1.37K
|
-800
|
-0.5%
|
|
|
8
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$334K
|
–
|
–
|
–
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$301K
|
+$80.8K
|
+47,100
|
+60%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$245K
|
+$24K
|
+14,000
|
+16%
|
|
|
11
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$227K
|
+$34.3K
|
+20,000
|
+27%
|
|
|
12
|
Cannon Financial Strategists
Athens,
Georgia
|
$175K
|
-$10.2K
|
-5,951
|
-8%
|
|
|
13
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$148K
|
+$33K
|
+19,250
|
+45%
|
|
|
14
|
|
$148K
|
-$15.4K
|
-8,989
|
-13%
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$140K
|
+$14.8K
|
+8,649
|
+17%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$122K
|
-$84K
|
-49,000
|
-49%
|
|
|
17
|
Advisory Research
Chicago,
Illinois
|
$120K
|
–
|
–
|
–
|
|
|
18
|
D'Orazio & Associates
Falls Church,
Virginia
|
$118K
|
+$27.4K
|
+16,000
|
+49%
|
|
|
19
|
Insigneo Advisory Services
Miami,
Florida
|
$73.5K
|
+$52.6K
|
+30,645
|
New
|
|
|
20
|
|
$70K
|
+$50.3K
|
+29,322
|
New
|
|
|
21
|
Activest Wealth Management
Aventure,
Florida
|
$61.2K
|
+$43.7K
|
+25,500
|
New
|
|
|
22
|
|
$54.8K
|
+$39.2K
|
+22,827
|
New
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$36K
|
+$25.7K
|
+15,000
|
New
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$36K
|
+$25.7K
|
+15,000
|
New
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$26.4K
|
–
|
–
|
–
|
|
