|
1
|
CM Management
Gulf Breeze,
Florida
|
$439K
|
+$399K
|
+16,250
|
+260%
|
|
|
2
|
Clear Creek Financial Management
Silverdale,
Washington
|
$231K
|
+$5.21K
|
+212
|
+2%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$151K
|
+$83.1K
|
+3,382
|
+77%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$135K
|
+$76.5K
|
+3,116
|
+82%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$76.7K
|
+$96.6K
|
+3,934
|
New
|
|
|
6
|
|
$67.5K
|
+$85K
|
+3,462
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52K
|
-$123
|
-5
|
-0.2%
|
|
|
8
|
NWF Advisory Services
Los Angeles,
California
|
$45.9K
|
–
|
–
|
–
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$38.7K
|
+$48.7K
|
+1,983
|
New
|
|
|
10
|
Tri Locum Partners
New York
|
$35.2K
|
-$49.7K
|
-2,022
|
-53%
|
|
|
11
|
HB Wealth Management
Atlanta,
Georgia
|
$34.6K
|
+$7.37K
|
+300
|
+20%
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
$27.4K
|
–
|
–
|
–
|
|
|
13
|
XTX Topco
George Town,
Cayman Islands
|
$27K
|
+$10.5K
|
+428
|
+45%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$18.3K
|
–
|
–
|
–
|
|
|
15
|
WhitTier Trust Company
Reno,
Nevada
|
$15.4K
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$11.6K
|
+$14.6K
|
+595
|
New
|
|
|
17
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$11.3K
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$10.3K
|
–
|
–
|
–
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
$6K
|
-$4.47K
|
-182
|
-37%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$2.97K
|
-$199K
|
-8,100
|
-98%
|
|
|
21
|
|
$1.49K
|
–
|
–
|
–
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$975
|
+$1.23K
|
+50
|
New
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$975
|
+$1.23K
|
+50
|
New
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$107
|
+$25
|
+1
|
+20%
|
|
|
25
|
|
–
|
-$745K
|
-12,495
|
Closed
|
|
