|
1
|
|
$1.57M
|
–
|
–
|
–
|
|
|
2
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$1.06M
|
–
|
–
|
–
|
|
|
3
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$565K
|
+$764K
|
+81,915
|
New
|
|
|
4
|
Lion Point Capital
New York
|
$506K
|
–
|
–
|
–
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$245K
|
+$81.3K
|
+8,714
|
+33%
|
|
|
6
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$125K
|
+$169K
|
+18,120
|
New
|
|
|
7
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$110K
|
–
|
–
|
–
|
|
|
8
|
|
$103K
|
–
|
–
|
–
|
|
|
9
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$91.4K
|
-$13.5K
|
-1,442
|
-10%
|
|
|
10
|
Angeles Wealth Management
Santa Monica,
California
|
$71.3K
|
–
|
–
|
–
|
|
|
11
|
Advisory Research
Chicago,
Illinois
|
$59.1K
|
–
|
–
|
–
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$56.7K
|
–
|
–
|
–
|
|
|
13
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$49.9K
|
–
|
–
|
–
|
|
|
14
|
Renaissance Technologies
New York
|
$49.2K
|
-$7.62K
|
-817
|
-10%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$47.6K
|
+$47
|
+5
|
+0.1%
|
|
|
16
|
State Street
Boston,
Massachusetts
|
$41.2K
|
–
|
–
|
–
|
|
|
17
|
Diadema Partners
Morristown,
New Jersey
|
$30.3K
|
+$41.1K
|
+4,400
|
New
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$21.8K
|
-$1.97K
|
-211
|
-6%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$20.3K
|
+$12.9K
|
+1,383
|
+89%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.3K
|
–
|
–
|
–
|
|
|
21
|
Advisortrust Partners
Raleigh,
North Carolina
|
$11.5K
|
+$15.6K
|
+1,667
|
New
|
|
|
22
|
|
$11K
|
+$15.4K
|
+1,652
|
New
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$8.91K
|
-$709
|
-76
|
-6%
|
|
|
24
|
|
$7.85K
|
+$6.15K
|
+659
|
+138%
|
|
|
25
|
Persistent Asset Partners
Hong Kong
|
$7.67K
|
+$10.4K
|
+1,112
|
New
|
|
