|
1
|
|
$18.2M
|
+$1.59M
|
+100,900
|
+8%
|
|
|
2
|
Woodward Diversified Capital
Bakersfield,
California
|
$15.2M
|
+$16.4M
|
+1,037,663
|
+2,326%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$14M
|
+$281K
|
+17,817
|
+2%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$5.68M
|
+$293K
|
+18,576
|
+5%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$5.29M
|
+$2.31M
|
+146,378
|
+63%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$3.08M
|
+$1.65M
|
+104,594
|
+54%
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$2.3M
|
+$51.6K
|
+3,267
|
+2%
|
|
|
8
|
Provident Wealth Management
Brentwood,
Tennessee
|
$2.2M
|
-$2.81M
|
-178,126
|
-53%
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$2.1M
|
+$31.5K
|
+1,995
|
+1%
|
|
|
10
|
Millennium Management
New York
|
$955K
|
+$1.08M
|
+68,189
|
New
|
|
|
11
|
|
$867K
|
+$505K
|
+32,006
|
+107%
|
|
|
12
|
Nuveen
Charlotte,
North Carolina
|
$810K
|
+$129K
|
+8,162
|
+16%
|
|
|
13
|
Bank of New York Mellon
New York
|
$754K
|
-$1.53K
|
-97
|
-0.2%
|
|
|
14
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$705K
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$606K
|
+$296K
|
+18,742
|
+76%
|
|
|
16
|
LifeSteps Financial
Claremont,
California
|
$490K
|
+$34.6K
|
+2,191
|
+7%
|
|
|
17
|
Clarity Capital Partners
Newport Beach,
California
|
$364K
|
+$411K
|
+26,005
|
New
|
|
|
18
|
Wellington Management Group
Boston,
Massachusetts
|
$361K
|
+$407K
|
+25,767
|
New
|
|
|
19
|
Barclays
London,
United Kingdom
|
$357K
|
+$349K
|
+22,081
|
+653%
|
|
|
20
|
Clearstead Advisors
Cleveland,
Ohio
|
$350K
|
+$395K
|
+25,000
|
New
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$330K
|
+$4.36K
|
+276
|
+1%
|
|
|
22
|
KWB Wealth
Redlands,
California
|
$327K
|
+$368K
|
+23,327
|
New
|
|
|
23
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$326K
|
+$367K
|
+23,259
|
New
|
|
|
24
|
RhumbLine Advisers
Boston,
Massachusetts
|
$323K
|
-$3.14K
|
-199
|
-0.9%
|
|
|
25
|
Putnam Investments
Boston,
Massachusetts
|
$300K
|
+$101K
|
+6,415
|
+43%
|
|
