|
1
|
Melia Wealth
Tulsa,
Oklahoma
|
$2.08M
|
+$55.3K
|
+11,173
|
+3%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.83M
|
+$47.6K
|
+9,614
|
+3%
|
|
|
3
|
Shufro Rose & Co
New York
|
$1.01M
|
+$12.4K
|
+2,500
|
+1%
|
|
|
4
|
Renaissance Technologies
New York
|
$845K
|
+$39.1K
|
+7,900
|
+5%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$521K
|
+$15.1K
|
+3,046
|
+3%
|
|
|
6
|
Frazier Financial Advisors
Columbus,
Ohio
|
$370K
|
+$250K
|
+50,511
|
+173%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$357K
|
-$32.7K
|
-6,594
|
-2%
|
|
|
8
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$343K
|
+$1.14M
|
+229,244
|
+201%
|
|
|
9
|
OLIO Financial Planning
Mclean,
Virginia
|
$306K
|
-$16K
|
-3,233
|
-5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$279K
|
-$63.1K
|
-12,739
|
-18%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$224K
|
+$106K
|
+21,330
|
+79%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$171K
|
-$966
|
-195
|
-0.5%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$154K
|
–
|
–
|
–
|
|
|
14
|
|
$149K
|
-$6.49K
|
-1,311
|
-4%
|
|
|
15
|
Fortress Financial Solutions
Tucson,
Arizona
|
$147K
|
-$25.4K
|
-5,132
|
-3%
|
|
|
16
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$146K
|
+$65.1K
|
+13,139
|
+72%
|
|
|
17
|
International Assets Investment Management
Orlando,
Florida
|
$138K
|
+$11.8K
|
+2,384
|
+9%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$120K
|
+$62.2K
|
+12,553
|
+94%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$115K
|
+$122K
|
+24,669
|
New
|
|
|
20
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$103K
|
+$511K
|
+103,083
|
New
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$98.5K
|
-$8.67K
|
-1,750
|
-8%
|
|
|
22
|
James Investment Research
Alpha,
Ohio
|
$98.5K
|
–
|
–
|
–
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$96.4K
|
+$478K
|
+96,433
|
New
|
|
|
24
|
Bridgeway Capital Management
Houston,
Texas
|
$90.7K
|
+$21.3K
|
+4,300
|
+28%
|
|
|
25
|
DWR Wealth Management
San Jose,
California
|
$82.9K
|
+$411K
|
+82,888
|
New
|
|
