|
1
|
Woodward Diversified Capital
Bakersfield,
California
|
$681万
|
+$41万
|
+144,925
|
+7%
|
|
|
2
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$505万
|
-$5.02万
|
-17,756
|
-1%
|
|
|
3
|
|
$416万
|
–
|
–
|
–
|
|
|
4
|
|
$132万
|
+$9.5万
|
+33,730
|
+8%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$132万
|
-$4.12万
|
-14,548
|
-3%
|
|
|
6
|
CM Management
Gulf Breeze,
Florida
|
$120万
|
+$42.4万
|
+150,000
|
+60%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$99万
|
+$1.4万
|
+4,938
|
+2%
|
|
|
8
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$71.1万
|
-$4.32万
|
-15,266
|
-6%
|
|
|
9
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$69.7万
|
-$14万
|
-49,499
|
-18%
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$68.6万
|
+$64.5万
|
+227,854
|
新規
|
|
|
11
|
LPL Financial
San Diego,
California
|
$47.5万
|
+$5.32万
|
+18,816
|
+14%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$43.9万
|
–
|
–
|
–
|
|
|
13
|
Provident Wealth Management
Brentwood,
Tennessee
|
$43.6万
|
-$3.05万
|
-10,762
|
-7%
|
|
|
14
|
LifeSteps Financial
Claremont,
California
|
$36.7万
|
+$8,781
|
+3,103
|
+3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.7万
|
+$8,348
|
+2,950
|
+2%
|
|
|
16
|
Renaissance Technologies
New York
|
$31.7万
|
+$26.3万
|
+93,029
|
+763%
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$26.9万
|
-$21.3万
|
-75,177
|
-46%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$25.7万
|
+$24.2万
|
+85,481
|
新規
|
|
|
19
|
|
$25.1万
|
-$1.27万
|
-4,505
|
-5%
|
|
|
20
|
SteelPeak Wealth
Woodland Hills,
California
|
$22.8万
|
+$4.24万
|
+15,000
|
+25%
|
|
|
21
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$22.7万
|
–
|
–
|
–
|
|
|
22
|
Falcon Wealth Planning
Ontario,
California
|
$19万
|
–
|
–
|
–
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$15.9万
|
+$7.07万
|
+25,000
|
+90%
|
|
|
24
|
Quadrature Capital
London,
United Kingdom
|
$13.8万
|
+$13万
|
+45,881
|
新規
|
|
|
25
|
|
$13.8万
|
+$3.74万
|
+13,199
|
+40%
|
|
