|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$5.06M
|
+$5.23M
|
+178,805
|
New
|
|
|
2
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$4.58M
|
–
|
–
|
–
|
|
|
3
|
MAI Capital Management
Independence,
Ohio
|
$3.9M
|
-$1.11M
|
-38,075
|
-22%
|
|
|
4
|
Icon Wealth Advisors
Houston,
Texas
|
$3.25M
|
+$3.35M
|
+114,661
|
New
|
|
|
5
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.56M
|
+$5.85K
|
+200
|
+0.4%
|
|
|
6
|
McIlrath & Eck
Arlington,
Washington
|
$979K
|
+$1.01M
|
+34,600
|
New
|
|
|
7
|
TFO Wealth Partners
Maumee,
Ohio
|
$364K
|
+$376K
|
+12,860
|
New
|
|
|
8
|
|
$243K
|
+$213K
|
+7,281
|
+562%
|
|
|
9
|
Element Pointe Advisors
Miami,
Florida
|
$237K
|
-$117K
|
-4,000
|
-32%
|
|
|
10
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$228K
|
-$493K
|
-16,846
|
-68%
|
|
|
11
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$192K
|
+$198K
|
+6,783
|
New
|
|
|
12
|
Firestone Capital Management
Coral Gables,
Florida
|
$121K
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$88K
|
–
|
–
|
–
|
|
|
14
|
Atom Investors
Austin,
Texas
|
$80K
|
+$82.7K
|
+2,829
|
New
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$62K
|
+$64.2K
|
+2,196
|
New
|
|
|
16
|
|
$50K
|
+$51.6K
|
+1,763
|
New
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$27K
|
–
|
–
|
–
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$23K
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19K
|
+$19.3K
|
+660
|
New
|
|
|
20
|
|
$12K
|
+$12.8K
|
+439
|
New
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$11K
|
+$11.1K
|
+380
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$8K
|
+$7.66K
|
+262
|
+873%
|
|
|
23
|
Spectrum Management Group
Indianapolis,
Indiana
|
$8K
|
+$8.31K
|
+284
|
New
|
|
|
24
|
First Community Trust
Dubuque,
Iowa
|
$1K
|
+$1.46K
|
+50
|
New
|
|
|
25
|
LPL Financial
San Diego,
California
|
–
|
-$130K
|
-4,420
|
Closed
|
|
