|
1
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$1.46M
|
+$1.91M
|
+1,197,793
|
New
|
|
|
2
|
|
$1.1M
|
+$9.83K
|
+6,156
|
+0.7%
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$460K
|
+$114K
|
+71,472
|
+23%
|
|
|
4
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$449K
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$409K
|
-$189K
|
-118,530
|
-26%
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
$302K
|
+$395K
|
+247,458
|
New
|
|
|
7
|
Ritholtz Wealth Management
New York
|
$254K
|
–
|
–
|
–
|
|
|
8
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$254K
|
+$110K
|
+69,009
|
+50%
|
|
|
9
|
Kestra Private Wealth Services
Austin,
Texas
|
$212K
|
-$2K
|
-1,250
|
-0.7%
|
|
|
10
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$183K
|
+$240K
|
+150,062
|
New
|
|
|
11
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$162K
|
+$113K
|
+70,900
|
+115%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$153K
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$129K
|
+$6.22K
|
+3,900
|
+4%
|
|
|
14
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$115K
|
–
|
–
|
–
|
|
|
15
|
Cannon Financial Strategists
Athens,
Georgia
|
$88.8K
|
–
|
–
|
–
|
|
|
16
|
|
$71.5K
|
-$4.84K
|
-3,033
|
-5%
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$71K
|
–
|
–
|
–
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$62.2K
|
–
|
–
|
–
|
|
|
19
|
Advisory Research
Chicago,
Illinois
|
$61K
|
–
|
–
|
–
|
|
|
20
|
D'Orazio & Associates
Falls Church,
Virginia
|
$59.8K
|
–
|
–
|
–
|
|
|
21
|
|
$42.3K
|
+$55.4K
|
+34,706
|
New
|
|
|
22
|
Activest Wealth Management
Aventure,
Florida
|
$41.7K
|
+$13.8K
|
+8,660
|
+34%
|
|
|
23
|
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
|
$30.6K
|
+$40K
|
+25,046
|
New
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$18.3K
|
–
|
–
|
–
|
|
|
25
|
Vanguard Global Advisers
Malvern,
Pennsylvania
|
$16.2K
|
+$21.2K
|
+13,308
|
New
|
|
