|
1
|
|
$4.9M
|
–
|
–
|
–
|
|
|
2
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$2.47M
|
+$78.2K
|
+3,333
|
+3%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.19M
|
-$116K
|
-4,934
|
-5%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$576K
|
+$85K
|
+3,620
|
+16%
|
|
|
5
|
Boothbay Fund Management
New York
|
$439K
|
+$478K
|
+20,365
|
New
|
|
|
6
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$344K
|
–
|
–
|
–
|
|
|
7
|
|
$323K
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$233K
|
-$47
|
-2
|
-0%
|
|
|
9
|
Advisory Research
Chicago,
Illinois
|
$185K
|
–
|
–
|
–
|
|
|
10
|
Renaissance Technologies
New York
|
$163K
|
+$73.2K
|
+3,120
|
+70%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$143K
|
-$73.1K
|
-3,114
|
-32%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$141K
|
–
|
–
|
–
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$136K
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$120K
|
+$9.57K
|
+408
|
+8%
|
|
|
15
|
Angeles Wealth Management
Santa Monica,
California
|
$86.2K
|
–
|
–
|
–
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$72.6K
|
-$24.7K
|
-1,054
|
-24%
|
|
|
17
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$63.5K
|
-$1.83K
|
-78
|
-3%
|
|
|
18
|
|
$61.7K
|
+$67.1K
|
+2,860
|
New
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$57.1K
|
-$2.75K
|
-117
|
-4%
|
|
|
20
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$38.3K
|
-$1.71K
|
-73
|
-4%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$33.3K
|
-$10.2K
|
-434
|
-22%
|
|
|
22
|
Two Sigma Securities
New York
|
$28.4K
|
+$30.9K
|
+1,317
|
New
|
|
|
23
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$23.8K
|
–
|
–
|
–
|
|
|
24
|
|
$19.8K
|
-$1.52K
|
-65
|
-7%
|
|
|
25
|
Navalign LLC
Encino,
California
|
$18K
|
–
|
–
|
–
|
|
