|
1
|
Bard Associates
Chicago,
Illinois
|
$2.1M
|
-$21.1K
|
-3,800
|
-1%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.82M
|
+$799
|
+144
|
+0%
|
|
|
3
|
Shufro Rose & Co
New York
|
$1.05M
|
+$22.2K
|
+4,000
|
+2%
|
|
|
4
|
Renaissance Technologies
New York
|
$653K
|
-$88.3K
|
-15,915
|
-11%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$443K
|
+$3.58K
|
+645
|
+0.8%
|
|
|
6
|
Atria Wealth Solutions
New York
|
$343K
|
+$241K
|
+43,442
|
+224%
|
|
|
7
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$273K
|
-$40K
|
-7,206
|
-13%
|
|
|
8
|
Tobias Financial Advisors
Plantation,
Florida
|
$253K
|
-$12.5K
|
-2,248
|
-5%
|
|
|
9
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$203K
|
-$22.3K
|
-4,009
|
-10%
|
|
|
10
|
Acadian Asset Management
Boston,
Massachusetts
|
$187K
|
-$27.9K
|
-5,024
|
-12%
|
|
|
11
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$163K
|
–
|
–
|
–
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$157K
|
+$119K
|
+21,420
|
New
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$146K
|
–
|
–
|
–
|
|
|
14
|
Abacus Wealth Partners
Santa Monica,
California
|
$145K
|
-$17.1K
|
-3,076
|
-10%
|
|
|
15
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$136K
|
-$32.9K
|
-5,933
|
-19%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$134K
|
-$622
|
-112
|
-0.4%
|
|
|
17
|
Waddell & Associates
Memphis,
Tennessee
|
$126K
|
+$702K
|
+126,429
|
New
|
|
|
18
|
Bellwether Advisors
Lincoln,
Nebraska
|
$124K
|
+$250K
|
+45,122
|
+57%
|
|
|
19
|
|
$120K
|
+$8.7K
|
+1,567
|
+7%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$104K
|
+$1.47K
|
+265
|
+1%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$103K
|
–
|
–
|
–
|
|
|
22
|
James Investment Research
Alpha,
Ohio
|
$103K
|
–
|
–
|
–
|
|
|
23
|
International Assets Investment Management
Orlando,
Florida
|
$99.3K
|
+$19.3K
|
+3,480
|
+23%
|
|
|
24
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$92.2K
|
-$94.5K
|
-17,020
|
-16%
|
|
|
25
|
Bridgeway Capital Management
Houston,
Texas
|
$82K
|
+$21.7K
|
+3,916
|
+35%
|
|
