|
1
|
Bard Associates
Chicago,
Illinois
|
$2.1M
|
+$108K
|
+19,100
|
+5%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.91M
|
-$195K
|
-34,560
|
-9%
|
|
|
3
|
Shufro Rose & Co
New York
|
$1.08M
|
+$33.8K
|
+6,000
|
+3%
|
|
|
4
|
Renaissance Technologies
New York
|
$985K
|
+$20.4K
|
+3,623
|
+2%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$315K
|
+$135K
|
+23,898
|
+74%
|
|
|
6
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$247K
|
+$254K
|
+45,089
|
New
|
|
|
7
|
Abacus Wealth Partners
Santa Monica,
California
|
$184K
|
-$19.7K
|
-3,499
|
-10%
|
|
|
8
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$176K
|
-$15K
|
-2,659
|
-8%
|
|
|
9
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$176K
|
-$8.95K
|
-1,589
|
-5%
|
|
|
10
|
Acadian Asset Management
Boston,
Massachusetts
|
$165K
|
+$31.9K
|
+5,675
|
+24%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$148K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$140K
|
–
|
–
|
–
|
|
|
13
|
International Assets Investment Management
Orlando,
Florida
|
$130K
|
+$12K
|
+2,137
|
+10%
|
|
|
14
|
Bellwether Advisors
Lincoln,
Nebraska
|
$124K
|
+$93.7K
|
+16,639
|
+15%
|
|
|
15
|
|
$120K
|
-$1.91K
|
-339
|
-2%
|
|
|
16
|
James Investment Research
Alpha,
Ohio
|
$109K
|
–
|
–
|
–
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$109K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$107K
|
+$1.98K
|
+351
|
+2%
|
|
|
19
|
Atria Wealth Solutions
New York
|
$96K
|
+$17K
|
+3,021
|
+22%
|
|
|
20
|
Northern Trust
Chicago,
Illinois
|
$80K
|
–
|
–
|
–
|
|
|
21
|
Blooom Inc
Overland Park,
Kansas
|
$80K
|
+$212K
|
+37,579
|
+102%
|
|
|
22
|
Ritholtz Wealth Management
New York
|
$61K
|
–
|
–
|
–
|
|
|
23
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$55K
|
-$112K
|
-19,943
|
-67%
|
|
|
24
|
Clear Creek Financial Management
Silverdale,
Washington
|
$53K
|
-$15K
|
-2,661
|
-5%
|
|
|
25
|
Hardy Reed
Tupelo,
Mississippi
|
$47K
|
+$264K
|
+46,896
|
New
|
|
