|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.97M
|
–
|
–
|
–
|
|
|
2
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$1.25M
|
-$350K
|
-124,054
|
-21%
|
|
|
3
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.16M
|
+$321K
|
+113,757
|
+11%
|
|
|
4
|
|
$1M
|
+$19.4K
|
+6,883
|
+2%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$272K
|
–
|
–
|
–
|
|
|
6
|
Geode Capital Management
Boston,
Massachusetts
|
$240K
|
–
|
–
|
–
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$210K
|
+$159K
|
+56,500
|
+259%
|
|
|
8
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$163K
|
+$172K
|
+61,000
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$95K
|
-$62K
|
-22,006
|
-38%
|
|
|
10
|
Barclays
London,
United Kingdom
|
$74K
|
+$14.7K
|
+5,226
|
+23%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$67K
|
+$67.7K
|
+24,011
|
+2,428%
|
|
|
12
|
Engineers Gate Manager
New York
|
$62K
|
+$65.6K
|
+23,275
|
New
|
|
|
13
|
Ionic Capital Management
New York
|
$60K
|
+$24K
|
+8,516
|
+61%
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$57K
|
–
|
–
|
–
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$40K
|
–
|
–
|
–
|
|
|
16
|
Credit Suisse
Zurich,
Switzerland
|
$37K
|
+$4.96K
|
+1,761
|
+14%
|
|
|
17
|
Dimensional Fund Advisors
Austin,
Texas
|
$30K
|
+$31.4K
|
+11,123
|
New
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$29K
|
-$64.2K
|
-22,776
|
-67%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$28K
|
-$11.3K
|
-4,000
|
-27%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$17K
|
+$10.5K
|
+3,726
|
+140%
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$16.5K
|
+$4.7K
|
+1,666
|
+37%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
25
|
Westside Investment Management
Santa Monica,
California
|
$3.1K
|
+$2.82K
|
+1,000
|
New
|
|
