|
1
|
Pathstone Holdings
Englewood,
New Jersey
|
$4.08M
|
+$2.92M
|
+2,205,377
|
New
|
|
|
2
|
AIGH Capital Management
Baltimore,
Maryland
|
$3.77M
|
–
|
–
|
–
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.33M
|
+$45.8K
|
+34,658
|
+5%
|
|
|
4
|
Worth Venture Partners
Fort Lee,
New Jersey
|
$941K
|
–
|
–
|
–
|
|
|
5
|
Carlson Capital
Dallas,
Texas
|
$440K
|
-$68.8K
|
-52,000
|
-18%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$406K
|
+$53.8K
|
+40,650
|
+23%
|
|
|
7
|
American Financial Group
Cincinnati,
Ohio
|
$379K
|
–
|
–
|
–
|
|
|
8
|
Geode Capital Management
Boston,
Massachusetts
|
$323K
|
–
|
–
|
–
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$242K
|
+$152K
|
+115,000
|
+721%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$172K
|
–
|
–
|
–
|
|
|
11
|
Bridgeway Capital Management
Houston,
Texas
|
$169K
|
+$33.1K
|
+25,000
|
+38%
|
|
|
12
|
|
$103K
|
-$825
|
-624
|
-1%
|
|
|
13
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$102K
|
+$73.3K
|
+55,395
|
New
|
|
|
14
|
|
$95.2K
|
–
|
–
|
–
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$93.9K
|
–
|
–
|
–
|
|
|
16
|
Castle Wealth Management
West Palm Beach,
Florida
|
$80.3K
|
–
|
–
|
–
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$61K
|
–
|
–
|
–
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$56.8K
|
–
|
–
|
–
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$52.8K
|
+$37.8K
|
+28,550
|
New
|
|
|
20
|
Northeast Financial Consultants
Westport,
Connecticut
|
$45.3K
|
–
|
–
|
–
|
|
|
21
|
Bangor Savings Bank
Bangor,
Maine
|
$44.4K
|
–
|
–
|
–
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$41.4K
|
–
|
–
|
–
|
|
|
23
|
|
$40.5K
|
–
|
–
|
–
|
|
|
24
|
Bank of New York Mellon
New York
|
$32.9K
|
–
|
–
|
–
|
|
|
25
|
Smith Anglin Financial
Dallas,
Texas
|
$22.2K
|
+$15.9K
|
+12,000
|
New
|
|
