|
1
|
CM Management
Gulf Breeze,
Florida
|
$620K
|
-$65.6K
|
-2,500
|
-11%
|
|
|
2
|
Clear Creek Financial Management
Silverdale,
Washington
|
$479K
|
+$95.2K
|
+3,626
|
+31%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$299K
|
+$49.1K
|
+1,870
|
+24%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$281K
|
+$56.7K
|
+2,160
|
+31%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$139K
|
+$14.6K
|
+556
|
+14%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$82K
|
–
|
–
|
–
|
|
|
7
|
NWF Advisory Services
Los Angeles,
California
|
$72.9K
|
–
|
–
|
–
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$61.5K
|
–
|
–
|
–
|
|
|
9
|
HB Wealth Management
Atlanta,
Georgia
|
$55K
|
–
|
–
|
–
|
|
|
10
|
Tri Locum Partners
New York
|
$47.4K
|
-$7.3K
|
-278
|
-15%
|
|
|
11
|
Wealthspire Advisors (New York)
New York
|
$43.6K
|
–
|
–
|
–
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$31K
|
+$26.3K
|
+1,000
|
New
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$29K
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$28K
|
+$8.14K
|
+310
|
+52%
|
|
|
15
|
WhitTier Trust Company
Reno,
Nevada
|
$24.5K
|
–
|
–
|
–
|
|
|
16
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$18K
|
–
|
–
|
–
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$16.3K
|
–
|
–
|
–
|
|
|
18
|
|
$16.2K
|
+$13.8K
|
+524
|
New
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
$5.79K
|
-$3.18K
|
-121
|
-39%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$4.72K
|
–
|
–
|
–
|
|
|
21
|
|
$2.36K
|
–
|
–
|
–
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$1.55K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$223
|
+$26
|
+1
|
+17%
|
|
|
24
|
|
–
|
-$67.5K
|
-3,462
|
Closed
|
|
|
25
|
XTX Topco
George Town,
Cayman Islands
|
–
|
-$27K
|
-1,384
|
Closed
|
|
