|
1
|
|
$4.65M
|
+$1.3M
|
+60,730
|
+36%
|
|
|
2
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$2.27M
|
+$2.37M
|
+111,055
|
New
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.17M
|
+$620K
|
+29,050
|
+38%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$472K
|
-$1.24K
|
-58
|
-0.3%
|
|
|
5
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$326K
|
–
|
–
|
–
|
|
|
6
|
|
$306K
|
-$132K
|
-6,201
|
-29%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$221K
|
+$149
|
+7
|
+0.1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$200K
|
+$164K
|
+7,709
|
+377%
|
|
|
9
|
Advisory Research
Chicago,
Illinois
|
$176K
|
–
|
–
|
–
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$134K
|
-$4.99K
|
-234
|
-3%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$129K
|
–
|
–
|
–
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$105K
|
+$110K
|
+5,141
|
New
|
|
|
13
|
Renaissance Technologies
New York
|
$91.1K
|
+$68.6K
|
+3,217
|
+261%
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$90.5K
|
-$45.6K
|
-2,135
|
-33%
|
|
|
15
|
Angeles Wealth Management
Santa Monica,
California
|
$81.9K
|
+$85.3K
|
+4,000
|
New
|
|
|
16
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$78.6K
|
-$1.43K
|
-67
|
-2%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$56.6K
|
+$51.9K
|
+2,434
|
+731%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$40.5K
|
+$11.7K
|
+549
|
+38%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$37.9K
|
-$193K
|
-9,025
|
-83%
|
|
|
20
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$22.6K
|
–
|
–
|
–
|
|
|
21
|
|
$20.1K
|
+$555
|
+26
|
+3%
|
|
|
22
|
Navalign LLC
Encino,
California
|
$17.1K
|
–
|
–
|
–
|
|
|
23
|
XTX Topco
George Town,
Cayman Islands
|
$15.3K
|
-$3.16K
|
-148
|
-16%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14K
|
–
|
–
|
–
|
|
|
25
|
|
$14K
|
+$14.7K
|
+689
|
New
|
|
