|
26
|
49 Wealth Management
Austin,
Texas
|
$330K
|
–
|
–
|
–
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$326K
|
-$136K
|
-7,910
|
-30%
|
|
|
28
|
Opal Capital
Boca Raton,
Florida
|
$307K
|
+$315K
|
+18,279
|
New
|
|
|
29
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$289K
|
+$275K
|
+16,000
|
New
|
|
|
30
|
Marshall Wace
London,
United Kingdom
|
$286K
|
+$272K
|
+15,828
|
New
|
|
|
31
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$268K
|
+$13.5K
|
+782
|
+6%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$255K
|
-$1.68M
|
-97,343
|
-87%
|
|
|
33
|
Rathbones Group
Liverpool,
United Kingdom
|
$253K
|
–
|
–
|
–
|
|
|
34
|
Tobias Financial Advisors
Plantation,
Florida
|
$249K
|
+$65.9K
|
+3,828
|
+38%
|
|
|
35
|
Creative Planning
Overland Park,
Kansas
|
$230K
|
+$7.31K
|
+425
|
+3%
|
|
|
36
|
Choreo LLC
Rockford,
Illinois
|
$227K
|
+$27.5K
|
+1,600
|
+15%
|
|
|
37
|
XTX Topco
George Town,
Cayman Islands
|
$226K
|
-$55.9K
|
-3,248
|
-21%
|
|
|
38
|
Ballentine Partners
Waltham,
Massachusetts
|
$201K
|
-$6.78K
|
-394
|
-3%
|
|
|
39
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$186K
|
-$9.91K
|
-576
|
-5%
|
|
|
40
|
China Universal Asset Management Company
Shanghai,
China
|
$144K
|
-$4.89K
|
-284
|
-3%
|
|
|
41
|
SignatureFD
Atlanta,
Georgia
|
$142K
|
+$3.15K
|
+183
|
+2%
|
|
|
42
|
RhumbLine Advisers
Boston,
Massachusetts
|
$139K
|
+$44.9K
|
+2,607
|
+51%
|
|
|
43
|
GAMMA Investing
Foster City,
California
|
$137K
|
+$5.75K
|
+334
|
+5%
|
|
|
44
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$123K
|
-$4.04K
|
-235
|
-3%
|
|
|
45
|
NBC Securities
Birmingham,
Alabama
|
$89.4K
|
+$85.2K
|
+4,954
|
New
|
|
|
46
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$81.7K
|
+$516
|
+30
|
+0.7%
|
|
|
47
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$60.2K
|
–
|
–
|
–
|
|
|
48
|
|
$57.7K
|
+$6.35K
|
+369
|
+13%
|
|
|
49
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$43K
|
+$9.6K
|
+558
|
+31%
|
|
|
50
|
Caitong International Asset Management
Hong Kong
|
$31.9K
|
+$30.4K
|
+1,766
|
New
|
|
