|
1
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$405K
|
+$716K
|
+13,764
|
+266%
|
|
|
2
|
|
$183K
|
+$434K
|
+8,331
|
+3,319%
|
|
|
3
|
Y.D. More Investments
Ramat Gan,
Israel
|
$155K
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$106K
|
+$58.9K
|
+1,131
|
+29%
|
|
|
5
|
|
$82.1K
|
-$22.2K
|
-426
|
-10%
|
|
|
6
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$57.8K
|
+$134K
|
+2,570
|
+1,918%
|
|
|
7
|
Geode Capital Management
Boston,
Massachusetts
|
$49.3K
|
+$14.3K
|
+275
|
+14%
|
|
|
8
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$48.2K
|
+$89.2K
|
+1,714
|
+317%
|
|
|
9
|
XTX Topco
George Town,
Cayman Islands
|
$16.9K
|
+$41.2K
|
+792
|
New
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$15.9K
|
+$20.8K
|
+400
|
+116%
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$12.1K
|
+$9.42K
|
+181
|
+47%
|
|
|
12
|
Clearview Wealth Management
Irvine,
California
|
$7K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$5.33K
|
+$52
|
+1
|
+0.4%
|
|
|
14
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$5.28K
|
+$12.9K
|
+247
|
New
|
|
|
15
|
ACT Advisors
Asheville,
North Carolina
|
$3.88K
|
+$9.47K
|
+182
|
New
|
|
|
16
|
Coyle Financial Counsel
Glenview,
Illinois
|
$2.82K
|
+$6.87K
|
+132
|
New
|
|
|
17
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$2.5K
|
+$6.09K
|
+117
|
New
|
|
|
18
|
Wealthspire Advisors (New York)
New York
|
$2.39K
|
+$5.83K
|
+112
|
New
|
|
|
19
|
TRB Wealth Management
Houston,
Texas
|
$2.25K
|
+$5.46K
|
+105
|
New
|
|
|
20
|
Insigneo Advisory Services
Miami,
Florida
|
$1.76K
|
–
|
–
|
–
|
|
|
21
|
HB Wealth Management
Atlanta,
Georgia
|
$1.71K
|
+$4.16K
|
+80
|
New
|
|
|
22
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.26K
|
+$3.07K
|
+59
|
New
|
|
|
23
|
Vanguard Global Advisers
Malvern,
Pennsylvania
|
$1.21K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$514
|
-$104
|
-2
|
-8%
|
|
|
25
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$400
|
+$989
|
+19
|
New
|
|
