|
1
|
Pathstone Family Office
Englewood,
New Jersey
|
$3.18M
|
–
|
–
|
–
|
|
|
2
|
AIGH Capital Management
Baltimore,
Maryland
|
$2.94M
|
–
|
–
|
–
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$989K
|
+$28.9K
|
+18,471
|
+3%
|
|
|
4
|
Worth Venture Partners
Fort Lee,
New Jersey
|
$733K
|
–
|
–
|
–
|
|
|
5
|
Carlson Capital
Dallas,
Texas
|
$418K
|
+$70.5K
|
+45,000
|
+18%
|
|
|
6
|
Perigon Wealth Management
San Francisco,
California
|
$322K
|
–
|
–
|
–
|
|
|
7
|
American Financial Group
Cincinnati,
Ohio
|
$295K
|
–
|
–
|
–
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$257K
|
+$7.83K
|
+5,000
|
+3%
|
|
|
9
|
Geode Capital Management
Boston,
Massachusetts
|
$252K
|
-$2.66K
|
-1,700
|
-1%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$134K
|
-$791
|
-505
|
-0.5%
|
|
|
11
|
Bridgeway Capital Management
Houston,
Texas
|
$95.3K
|
–
|
–
|
–
|
|
|
12
|
Voss Capital
Houston,
Texas
|
$86.7K
|
–
|
–
|
–
|
|
|
13
|
|
$81K
|
-$3.42K
|
-2,184
|
-4%
|
|
|
14
|
|
$74.1K
|
–
|
–
|
–
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$73.1K
|
+$32.1K
|
+20,500
|
+68%
|
|
|
16
|
Castle Wealth Management
West Palm Beach,
Florida
|
$62.5K
|
–
|
–
|
–
|
|
|
17
|
Steward Financial Group
Colleyville,
Texas
|
$58K
|
+$64K
|
+40,874
|
New
|
|
|
18
|
Neumann Capital Management
Foster City,
California
|
$48.1K
|
–
|
–
|
–
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$47K
|
+$10K
|
+6,401
|
+24%
|
|
|
20
|
Northern Trust
Chicago,
Illinois
|
$44.2K
|
–
|
–
|
–
|
|
|
21
|
Northeast Financial Consultants
Westport,
Connecticut
|
$35.3K
|
–
|
–
|
–
|
|
|
22
|
Bangor Savings Bank
Bangor,
Maine
|
$34.6K
|
–
|
–
|
–
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$32.2K
|
–
|
–
|
–
|
|
|
24
|
|
$31.5K
|
–
|
–
|
–
|
|
|
25
|
Bank of New York Mellon
New York
|
$25.6K
|
–
|
–
|
–
|
|
