|
1
|
|
$3.41M
|
+$687K
|
+455,386
|
+21%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.67M
|
+$339K
|
+224,943
|
+21%
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$1.57M
|
+$245K
|
+162,612
|
+16%
|
|
|
4
|
Curated Wealth Partners
El Segundo,
California
|
$1.21M
|
+$399K
|
+264,630
|
+40%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$928K
|
+$228K
|
+151,148
|
+27%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$766K
|
+$298K
|
+197,666
|
+51%
|
|
|
7
|
Miracle Mile Advisors
Los Angeles,
California
|
$565K
|
–
|
–
|
–
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$388K
|
+$17.4K
|
+11,500
|
+4%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$358K
|
–
|
–
|
–
|
|
|
10
|
Axxcess Wealth Management
Carlsbad,
California
|
$277K
|
–
|
–
|
–
|
|
|
11
|
Nuveen
Charlotte,
North Carolina
|
$239K
|
+$191K
|
+126,620
|
+220%
|
|
|
12
|
Angel Oak Capital Advisors
Atlanta,
Georgia
|
$195K
|
-$1.57M
|
-1,039,395
|
-87%
|
|
|
13
|
Silvercrest Asset Management
New York
|
$165K
|
–
|
–
|
–
|
|
|
14
|
Charles Schwab
San Francisco,
California
|
$164K
|
+$25K
|
+16,581
|
+15%
|
|
|
15
|
Rinkey Investments
San Diego,
California
|
$158K
|
-$45.6K
|
-30,189
|
-20%
|
|
|
16
|
Elyxium Wealth
San Mateo,
California
|
$151K
|
+$143K
|
+95,080
|
+458%
|
|
|
17
|
Falcon Wealth Planning
Ontario,
California
|
$137K
|
+$158K
|
+105,000
|
New
|
|
|
18
|
Beacon Pointe Advisors
Newport Beach,
California
|
$135K
|
–
|
–
|
–
|
|
|
19
|
Avior Wealth Management
Omaha,
Nebraska
|
$130K
|
+$151K
|
+100,000
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$116K
|
+$135K
|
+89,309
|
New
|
|
|
21
|
Bank of New York Mellon
New York
|
$112K
|
+$48.8K
|
+32,357
|
+60%
|
|
|
22
|
|
$101K
|
+$8.78K
|
+5,817
|
+8%
|
|
|
23
|
Barclays
London,
United Kingdom
|
$94.2K
|
-$8.74K
|
-5,791
|
-7%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$86.1K
|
+$65.4K
|
+43,333
|
+189%
|
|
|
25
|
BlackDiamond Wealth Management
New York
|
$65K
|
–
|
–
|
–
|
|
