|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$920K
|
+$132K
|
+6,310
|
+15%
|
|
|
2
|
Dauntless Investment Group
Etna,
New Hampshire
|
$803K
|
+$781K
|
+37,282
|
+47%
|
|
|
3
|
Clear Creek Financial Management
Silverdale,
Washington
|
$272K
|
+$12K
|
+572
|
+4%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$243K
|
+$6.18K
|
+295
|
+2%
|
|
|
5
|
CM Management
Gulf Breeze,
Florida
|
$217K
|
-$210K
|
-10,000
|
-47%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$157K
|
+$115K
|
+5,480
|
+205%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$118K
|
+$128K
|
+6,116
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$103K
|
+$67.3K
|
+3,214
|
+153%
|
|
|
9
|
|
$93.8K
|
+$64.4K
|
+3,071
|
+172%
|
|
|
10
|
|
$81.6K
|
+$88.5K
|
+4,223
|
New
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$54.4K
|
–
|
–
|
–
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
$51.7K
|
–
|
–
|
–
|
|
|
13
|
|
$46K
|
+$50.9K
|
+2,428
|
New
|
|
|
14
|
NWF Advisory Services
Los Angeles,
California
|
$45.4K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$45.2K
|
+$49.3K
|
+2,353
|
New
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$31.8K
|
+$34.5K
|
+1,648
|
New
|
|
|
17
|
Tri Locum Partners
New York
|
$29.6K
|
–
|
–
|
–
|
|
|
18
|
Wealthspire Advisors (New York)
New York
|
$27.2K
|
–
|
–
|
–
|
|
|
19
|
Aljian Capital Management
Carson City,
Nevada
|
$23.4K
|
–
|
–
|
–
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.3K
|
–
|
–
|
–
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$18.1K
|
-$901
|
-43
|
-4%
|
|
|
22
|
XTX Topco
George Town,
Cayman Islands
|
$16.4K
|
-$15.1K
|
-721
|
-46%
|
|
|
23
|
WhitTier Trust Company
Reno,
Nevada
|
$15.2K
|
–
|
–
|
–
|
|
|
24
|
Pandora Wealth
Oakbrook Terrace,
Illinois
|
$14.5K
|
–
|
–
|
–
|
|
|
25
|
CX Institutional
Auburn,
Indiana
|
$14K
|
+$6.29K
|
+300
|
+67%
|
|
