|
1
|
Melia Wealth
Tulsa,
Oklahoma
|
$2.39M
|
+$315K
|
+57,932
|
+15%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.12M
|
+$50.8K
|
+9,330
|
+2%
|
|
|
3
|
Shufro Rose & Co
New York
|
$1.27M
|
–
|
–
|
–
|
|
|
4
|
Bard Associates
Chicago,
Illinois
|
$1.09M
|
-$856K
|
-157,342
|
-44%
|
|
|
5
|
Renaissance Technologies
New York
|
$954K
|
+$97.9K
|
+18,000
|
+12%
|
|
|
6
|
Geode Capital Management
Boston,
Massachusetts
|
$602K
|
+$9.4K
|
+1,728
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$399K
|
+$217K
|
+39,810
|
+121%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$364K
|
+$442K
|
+81,220
|
+29%
|
|
|
9
|
Cary Street Partners
Richmond,
Virginia
|
$256K
|
-$25.4K
|
-4,664
|
-2%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$203K
|
-$17.2K
|
-3,157
|
-8%
|
|
|
11
|
|
$182K
|
+$9.6K
|
+1,764
|
+6%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$178K
|
–
|
–
|
–
|
|
|
13
|
Fortress Financial Solutions
Tucson,
Arizona
|
$152K
|
+$175K
|
+32,148
|
+27%
|
|
|
14
|
International Assets Investment Management
Orlando,
Florida
|
$150K
|
–
|
–
|
–
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$149K
|
+$146K
|
+26,920
|
New
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$126K
|
+$5.62K
|
+1,034
|
+5%
|
|
|
17
|
James Investment Research
Alpha,
Ohio
|
$116K
|
–
|
–
|
–
|
|
|
18
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$114K
|
-$45.4K
|
-8,355
|
-7%
|
|
|
19
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$100K
|
+$544K
|
+100,000
|
New
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$99.7K
|
-$9.54K
|
-1,754
|
-9%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$91.9K
|
+$381
|
+70
|
+0.4%
|
|
|
22
|
|
$88.5K
|
+$5
|
+1
|
+0%
|
|
|
23
|
Bridgeway Capital Management
Houston,
Texas
|
$84K
|
–
|
–
|
–
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$73.1K
|
–
|
–
|
–
|
|
|
25
|
OLIO Financial Planning
Mclean,
Virginia
|
$69.1K
|
-$20.1K
|
-3,690
|
-5%
|
|
