|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.77M
|
+$115K
|
+141
|
+5%
|
|
|
2
|
Belpointe Asset Management
Reno,
Nevada
|
$1.29M
|
–
|
–
|
–
|
|
|
3
|
EAM Investors
Solana Beach,
California
|
$862K
|
+$791K
|
+967
|
New
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$399K
|
–
|
–
|
–
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$188K
|
+$44.2K
|
+54
|
+34%
|
|
|
6
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$156K
|
+$125K
|
+153
|
+695%
|
|
|
7
|
|
$131K
|
+$4.91K
|
+6
|
+4%
|
|
|
8
|
Spark Investment Management
New York
|
$130K
|
+$120K
|
+147
|
New
|
|
|
9
|
Levin Capital Strategies
New York
|
$117K
|
-$1.64K
|
-2
|
-2%
|
|
|
10
|
|
$116K
|
+$106K
|
+130
|
New
|
|
|
11
|
Glassman Wealth Services
Vienna,
Virginia
|
$102K
|
+$33.5K
|
+41
|
+55%
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
$93K
|
+$45.8K
|
+56
|
+114%
|
|
|
13
|
WealthPLAN Partners
Omaha,
Nebraska
|
$79K
|
+$63.8K
|
+78
|
New
|
|
|
14
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$79K
|
+$72.8K
|
+89
|
New
|
|
|
15
|
Synovus Financial
Columbus,
Georgia
|
$79K
|
+$72.8K
|
+89
|
New
|
|
|
16
|
M&R Capital Management
Summit,
New Jersey
|
$49K
|
+$45.8K
|
+56
|
New
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$20K
|
-$18K
|
-22
|
-50%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$20K
|
+$18K
|
+22
|
New
|
|
|
19
|
Washburn Capital Management
Vero Beach,
Florida
|
$20K
|
+$18K
|
+22
|
New
|
|
|
20
|
Victory Capital Management
San Antonio,
Texas
|
$10K
|
+$8.99K
|
+11
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$4K
|
+$3.27K
|
+4
|
New
|
|
|
22
|
TCI Wealth Advisors
Tucson,
Arizona
|
$3K
|
+$2.45K
|
+3
|
New
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$1K
|
+$818
|
+1
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$818
|
+1
|
+100%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$23K
|
-43
|
Closed
|
|
