|
1
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$5.68M
|
+$6.34M
|
+4,401,532
|
New
|
|
|
2
|
|
$4.86M
|
+$437K
|
+303,912
|
+9%
|
|
|
3
|
Angel Oak Capital Advisors
Atlanta,
Georgia
|
$4.08M
|
-$182K
|
-126,581
|
-4%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$2.48M
|
+$2.71M
|
+1,879,746
|
+4,805%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$2.4M
|
+$339K
|
+235,655
|
+15%
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$1.07M
|
+$49.2K
|
+34,204
|
+4%
|
|
|
7
|
Curated Wealth Partners
El Segundo,
California
|
$1.07M
|
-$77.7K
|
-53,957
|
-6%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$913K
|
+$66.8K
|
+46,387
|
+7%
|
|
|
9
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$815K
|
+$909K
|
+631,617
|
New
|
|
|
10
|
Vanguard Portfolio Management
Malvern,
Pennsylvania
|
$597K
|
+$666K
|
+462,426
|
New
|
|
|
11
|
Miracle Mile Advisors
Los Angeles,
California
|
$561K
|
–
|
–
|
–
|
|
|
12
|
Russell Investments Group
London,
United Kingdom
|
$453K
|
-$480K
|
-333,222
|
-49%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$381K
|
+$45
|
+31
|
+0%
|
|
|
14
|
Lido Advisors
Los Angeles,
California
|
$355K
|
–
|
–
|
–
|
|
|
15
|
Axxcess Wealth Management
Carlsbad,
California
|
$275K
|
–
|
–
|
–
|
|
|
16
|
Charles Schwab
San Francisco,
California
|
$230K
|
+$13.3K
|
+9,236
|
+5%
|
|
|
17
|
Bank of New York Mellon
New York
|
$189K
|
+$9.5K
|
+6,598
|
+5%
|
|
|
18
|
|
$177K
|
+$62K
|
+43,081
|
+46%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$165K
|
+$170K
|
+117,845
|
+1,128%
|
|
|
20
|
Rinkey Investments
San Diego,
California
|
$157K
|
–
|
–
|
–
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$153K
|
+$124K
|
+86,424
|
+266%
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$134K
|
–
|
–
|
–
|
|
|
23
|
Avior Wealth Management
Omaha,
Nebraska
|
$129K
|
–
|
–
|
–
|
|
|
24
|
Westmount Partners
Los Angeles,
California
|
$129K
|
+$115K
|
+80,000
|
+400%
|
|
|
25
|
Falcon Wealth Planning
Ontario,
California
|
$110K
|
–
|
–
|
–
|
|
