|
1
|
Dauntless Investment Group
Etna,
New Hampshire
|
$1.97M
|
+$2.12M
|
+78,757
|
New
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.03M
|
–
|
–
|
–
|
|
|
3
|
CM Management
Gulf Breeze,
Florida
|
$531K
|
–
|
–
|
–
|
|
|
4
|
Clear Creek Financial Management
Silverdale,
Washington
|
$338K
|
+$18.9K
|
+700
|
+5%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$307K
|
+$39.5K
|
+1,467
|
+14%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$70.5K
|
–
|
–
|
–
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$67K
|
+$674
|
+25
|
+0.9%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$66.9K
|
-$97.8K
|
-3,628
|
-58%
|
|
|
9
|
NWF Advisory Services
Los Angeles,
California
|
$58.8K
|
–
|
–
|
–
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$52.5K
|
+$1.43K
|
+53
|
+3%
|
|
|
11
|
|
$44.6K
|
–
|
–
|
–
|
|
|
12
|
HB Wealth Management
Atlanta,
Georgia
|
$40.9K
|
-$1.67K
|
-62
|
-4%
|
|
|
13
|
XTX Topco
George Town,
Cayman Islands
|
$39.3K
|
+$6.55K
|
+243
|
+18%
|
|
|
14
|
Tri Locum Partners
New York
|
$38.3K
|
–
|
–
|
–
|
|
|
15
|
Wealthspire Advisors (New York)
New York
|
$35.2K
|
–
|
–
|
–
|
|
|
16
|
Aljian Capital Management
Carson City,
Nevada
|
$30.3K
|
–
|
–
|
–
|
|
|
17
|
|
$30.1K
|
+$32.1K
|
+1,189
|
+8,493%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$25K
|
–
|
–
|
–
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$24.5K
|
+$1.16K
|
+43
|
+5%
|
|
|
20
|
WhitTier Trust Company
Reno,
Nevada
|
$19.9K
|
–
|
–
|
–
|
|
|
21
|
Pandora Wealth
Oakbrook Terrace,
Illinois
|
$18.8K
|
+$20.2K
|
+750
|
New
|
|
|
22
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$14.5K
|
–
|
–
|
–
|
|
|
23
|
CX Institutional
Auburn,
Indiana
|
$11K
|
+$12.1K
|
+450
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$4.03K
|
–
|
–
|
–
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$3.96K
|
+$1.05K
|
+39
|
+33%
|
|
