|
1
|
|
$4.59M
|
+$8.64M
|
+45,288
|
+6,862%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$1.88M
|
+$3.59M
|
+18,802
|
New
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$1.58M
|
+$2.91M
|
+15,237
|
+2,775%
|
|
|
4
|
Cascade Financial Partners
San Diego,
California
|
$1.57M
|
+$3M
|
+15,753
|
New
|
|
|
5
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.1M
|
+$2.11M
|
+11,060
|
New
|
|
|
6
|
Transform Wealth
Greenwood Village,
Colorado
|
$668K
|
+$1.28M
|
+6,695
|
New
|
|
|
7
|
Optivise Advisory Services
Franklin,
Tennessee
|
$549K
|
+$1.05M
|
+5,505
|
New
|
|
|
8
|
Requisite Capital Management
Dallas,
Texas
|
$547K
|
+$1.05M
|
+5,486
|
New
|
|
|
9
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$440K
|
+$841K
|
+4,410
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$402K
|
+$768K
|
+4,027
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$389K
|
+$744K
|
+3,902
|
+390,200%
|
|
|
12
|
Bank of New York Mellon
New York
|
$342K
|
+$654K
|
+3,428
|
New
|
|
|
13
|
Charles Schwab
San Francisco,
California
|
$331K
|
+$632K
|
+3,314
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$264K
|
+$505K
|
+2,645
|
New
|
|
|
15
|
RMR Wealth Builders
Montclair,
New Jersey
|
$186K
|
+$356K
|
+1,868
|
New
|
|
|
16
|
Concurrent Investment Advisors
Tampa,
Florida
|
$176K
|
+$336K
|
+1,764
|
New
|
|
|
17
|
Nuveen
Charlotte,
North Carolina
|
$172K
|
+$329K
|
+1,727
|
New
|
|
|
18
|
ERn Financial LLC
Middleton,
Wisconsin
|
$159K
|
+$303K
|
+1,591
|
New
|
|
|
19
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$127K
|
+$243K
|
+1,273
|
New
|
|
|
20
|
Millennium Management
New York
|
$122K
|
-$1.76M
|
-9,245
|
-88%
|
|
|
21
|
Alpine Global Management
New York
|
$120K
|
+$230K
|
+1,205
|
New
|
|
|
22
|
|
$117K
|
+$224K
|
+1,174
|
New
|
|
|
23
|
RhumbLine Advisers
Boston,
Massachusetts
|
$115K
|
+$220K
|
+1,153
|
New
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$114K
|
+$47.7K
|
+250
|
+28%
|
|
|
25
|
New York State Common Retirement Fund
Albany,
New York
|
$107K
|
+$205K
|
+1,075
|
New
|
|
