|
1
|
|
$2.16M
|
+$865K
|
+59,296
|
New
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$412K
|
+$165K
|
+11,309
|
New
|
|
|
3
|
SkyOak Wealth
Southfield,
Michigan
|
$296K
|
+$118K
|
+8,104
|
New
|
|
|
4
|
Millennium Management
New York
|
$263K
|
+$105K
|
+7,212
|
New
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$257K
|
+$103K
|
+7,043
|
New
|
|
|
6
|
Geode Capital Management
Boston,
Massachusetts
|
$256K
|
+$102K
|
+7,020
|
New
|
|
|
7
|
|
$138K
|
+$55.5K
|
+3,803
|
New
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$107K
|
+$43.8K
|
+3,000
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$76K
|
+$30.6K
|
+2,097
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$41K
|
+$16.5K
|
+1,134
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$32K
|
+$8.79K
|
+603
|
+218%
|
|
|
12
|
SignatureFD
Atlanta,
Georgia
|
$20K
|
+$8.11K
|
+556
|
New
|
|
|
13
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.29K
|
+$2.92K
|
+200
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$4K
|
+$1.46K
|
+100
|
New
|
|
|
15
|
Valeo Financial Advisors
Carmel,
Indiana
|
$4K
|
+$1.46K
|
+100
|
New
|
|
