|
1
|
Coppell Advisory Solutions
Coppell,
Texas
|
$3.76M
|
+$29.5K
|
+3,333
|
New
|
|
|
2
|
Alyeska Investment Group
Chicago,
Illinois
|
$615K
|
–
|
–
|
–
|
|
|
3
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$487K
|
+$36.4K
|
+4,111
|
+5%
|
|
|
4
|
Sepio Capital
Salt Lake City,
Utah
|
$485K
|
–
|
–
|
–
|
|
|
5
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$260K
|
-$9.18K
|
-1,037
|
-2%
|
|
|
6
|
GSA Capital Partners
London,
United Kingdom
|
$237K
|
+$347K
|
+39,269
|
New
|
|
|
7
|
Geode Capital Management
Boston,
Massachusetts
|
$164K
|
-$52.6K
|
-5,942
|
-18%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$156K
|
+$101K
|
+11,458
|
+80%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$131K
|
+$29.5K
|
+3,334
|
+18%
|
|
|
10
|
|
$100K
|
-$59.9K
|
-6,773
|
-29%
|
|
|
11
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$72.6K
|
–
|
–
|
–
|
|
|
12
|
CIBC Bancorp USA
Chicago,
Illinois
|
$71.8K
|
–
|
–
|
–
|
|
|
13
|
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
|
$70.5K
|
+$81.7K
|
+9,232
|
+379%
|
|
|
14
|
KMT Wealth Management
El Segundo,
California
|
$70.5K
|
+$103K
|
+11,667
|
New
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$62.5K
|
–
|
–
|
–
|
|
|
16
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$46.6K
|
–
|
–
|
–
|
|
|
17
|
Merit Financial Group
Alpharetta,
Georgia
|
$37.8K
|
-$115
|
-13
|
-0.2%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$37.5K
|
+$16.7K
|
+1,884
|
+44%
|
|
|
19
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$29.2K
|
–
|
–
|
–
|
|
|
20
|
Meteora Capital
Boca Raton,
Florida
|
$26.2K
|
–
|
–
|
–
|
|
|
21
|
|
$24.3K
|
+$3K
|
+339
|
+9%
|
|
|
22
|
CVA Family Office
Denver,
Colorado
|
$23.6K
|
–
|
–
|
–
|
|
|
23
|
Moors & Cabot
Boston,
Massachusetts
|
$22.8K
|
+$14.5K
|
+1,637
|
+77%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$22.6K
|
+$14.1K
|
+1,592
|
+42%
|
|
|
25
|
|
$21K
|
+$20.3K
|
+2,293
|
+176%
|
|
