|
1
|
1900 Wealth Management
San Antonio,
Texas
|
$7.24M
|
+$7.45M
|
+1,138,245
|
New
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.85M
|
+$166K
|
+25,399
|
+10%
|
|
|
3
|
Corbin Capital Partners
New York
|
$1.24M
|
–
|
–
|
–
|
|
|
4
|
|
$1.06M
|
-$446K
|
-68,054
|
-29%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$946K
|
–
|
–
|
–
|
|
|
6
|
Boothbay Fund Management
New York
|
$765K
|
+$33.9K
|
+5,174
|
+4%
|
|
|
7
|
ExodusPoint Capital Management
New York
|
$450K
|
-$59
|
-9
|
-0%
|
|
|
8
|
Geode Capital Management
Boston,
Massachusetts
|
$389K
|
–
|
–
|
–
|
|
|
9
|
|
$370K
|
+$124K
|
+18,996
|
+49%
|
|
|
10
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$294K
|
+$303K
|
+46,281
|
New
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$230K
|
+$236K
|
+36,112
|
New
|
|
|
12
|
Transcend Capital Advisors
Madison,
New Jersey
|
$218K
|
–
|
–
|
–
|
|
|
13
|
Northern Trust
Chicago,
Illinois
|
$126K
|
-$28.5K
|
-4,356
|
-18%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$106K
|
–
|
–
|
–
|
|
|
15
|
Renaissance Technologies
New York
|
$90K
|
-$168K
|
-25,700
|
-64%
|
|
|
16
|
ProVise Management Group
Clearwater,
Florida
|
$77K
|
–
|
–
|
–
|
|
|
17
|
Cresset Asset Management
Chicago,
Illinois
|
$70K
|
–
|
–
|
–
|
|
|
18
|
WMS Partners
Towson,
Maryland
|
$70K
|
–
|
–
|
–
|
|
|
19
|
|
$66K
|
–
|
–
|
–
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$22K
|
–
|
–
|
–
|
|
|
21
|
Rockefeller Capital Management
New York
|
$19K
|
+$13.1K
|
+2,000
|
+200%
|
|
|
22
|
|
$17K
|
-$6.93K
|
-1,058
|
-29%
|
|
|
23
|
Lake Point Wealth Management
Rockwall,
Texas
|
$10K
|
+$10K
|
+1,528
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$9K
|
+$4.2K
|
+641
|
+103%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
–
|
–
|
–
|
|
