|
1
|
Woodward Diversified Capital
Bakersfield,
California
|
$6.81M
|
+$410K
|
+144,925
|
+7%
|
|
|
2
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$5.05M
|
-$50.2K
|
-17,756
|
-1%
|
|
|
3
|
|
$4.16M
|
–
|
–
|
–
|
|
|
4
|
|
$1.32M
|
+$95.4K
|
+33,730
|
+8%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$1.32M
|
-$41.2K
|
-14,548
|
-3%
|
|
|
6
|
CM Management
Gulf Breeze,
Florida
|
$1.2M
|
+$424K
|
+150,000
|
+60%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$990K
|
+$14K
|
+4,938
|
+2%
|
|
|
8
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$711K
|
-$43.2K
|
-15,266
|
-6%
|
|
|
9
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$697K
|
-$140K
|
-49,499
|
-18%
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$686K
|
+$645K
|
+227,854
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$475K
|
+$53.2K
|
+18,816
|
+14%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$439K
|
–
|
–
|
–
|
|
|
13
|
Provident Wealth Management
Brentwood,
Tennessee
|
$436K
|
-$30.5K
|
-10,762
|
-7%
|
|
|
14
|
LifeSteps Financial
Claremont,
California
|
$367K
|
+$8.78K
|
+3,103
|
+3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$367K
|
+$8.35K
|
+2,950
|
+2%
|
|
|
16
|
Renaissance Technologies
New York
|
$317K
|
+$263K
|
+93,029
|
+763%
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$269K
|
-$213K
|
-75,177
|
-46%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$257K
|
+$242K
|
+85,481
|
New
|
|
|
19
|
|
$251K
|
-$12.7K
|
-4,505
|
-5%
|
|
|
20
|
SteelPeak Wealth
Woodland Hills,
California
|
$228K
|
+$42.4K
|
+15,000
|
+25%
|
|
|
21
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$227K
|
–
|
–
|
–
|
|
|
22
|
Falcon Wealth Planning
Ontario,
California
|
$190K
|
–
|
–
|
–
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$159K
|
+$70.7K
|
+25,000
|
+90%
|
|
|
24
|
Quadrature Capital
London,
United Kingdom
|
$138K
|
+$130K
|
+45,881
|
New
|
|
|
25
|
|
$138K
|
+$37.4K
|
+13,199
|
+40%
|
|
