|
1
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.82M
|
+$1.16M
|
+249,456
|
New
|
|
|
2
|
IEQ Capital
Foster City,
California
|
$1.66M
|
+$1.06M
|
+227,396
|
New
|
|
|
3
|
DDFG Inc
Thousand Oaks,
California
|
$787K
|
+$173K
|
+37,295
|
+53%
|
|
|
4
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$542K
|
+$115K
|
+24,851
|
+50%
|
|
|
5
|
Wellington Shields & Co
New York
|
$480K
|
–
|
–
|
–
|
|
|
6
|
Millennium Management
New York
|
$442K
|
-$42.8K
|
-9,206
|
-13%
|
|
|
7
|
|
$282K
|
+$179K
|
+38,591
|
New
|
|
|
8
|
Bridgewater Advisors
New York
|
$242K
|
+$127K
|
+27,326
|
New
|
|
|
9
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$238K
|
+$151K
|
+32,564
|
New
|
|
|
10
|
Tamar Securities
Woodland Hills,
California
|
$219K
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$206K
|
+$131K
|
+28,250
|
New
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$189K
|
+$120K
|
+25,874
|
New
|
|
|
13
|
Brown Brothers Harriman & Co
New York
|
$173K
|
–
|
–
|
–
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$144K
|
–
|
–
|
–
|
|
|
15
|
RVW Wealth
Los Angeles,
California
|
$131K
|
–
|
–
|
–
|
|
|
16
|
Geode Capital Management
Boston,
Massachusetts
|
$125K
|
–
|
–
|
–
|
|
|
17
|
Jefferies Financial Group
New York
|
$119K
|
+$75.7K
|
+16,300
|
New
|
|
|
18
|
Miracle Mile Advisors
Los Angeles,
California
|
$117K
|
–
|
–
|
–
|
|
|
19
|
McCarthy Asset Management
Redwood Shores,
California
|
$110K
|
+$69.8K
|
+15,018
|
New
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$103K
|
–
|
–
|
–
|
|
|
21
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$91.1K
|
–
|
–
|
–
|
|
|
22
|
|
$82.8K
|
+$6.26K
|
+1,347
|
+13%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$75.2K
|
-$13.9K
|
-3,000
|
-23%
|
|
|
24
|
Cannon Financial Strategists
Athens,
Georgia
|
$73K
|
+$46.5K
|
+10,000
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$16.5K
|
+$8.66K
|
+1,863
|
+466%
|
|
