|
1
|
|
$7.92M
|
-$592K
|
-65,220
|
-5%
|
|
|
2
|
Woodward Diversified Capital
Bakersfield,
California
|
$6.98M
|
+$33.5K
|
+3,687
|
+0.3%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$6.58M
|
+$220K
|
+24,220
|
+2%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$2.73M
|
+$173K
|
+19,055
|
+5%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$2.54M
|
+$160K
|
+17,572
|
+5%
|
|
|
6
|
Millennium Management
New York
|
$1.68M
|
+$1.76M
|
+193,610
|
+284%
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$1.04M
|
-$14.5K
|
-1,598
|
-1%
|
|
|
8
|
Provident Wealth Management
Brentwood,
Tennessee
|
$1.01M
|
–
|
–
|
–
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$981K
|
+$26.4K
|
+2,905
|
+2%
|
|
|
10
|
Renaissance Technologies
New York
|
$646K
|
+$912K
|
+100,400
|
New
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$392K
|
+$554K
|
+61,015
|
New
|
|
|
12
|
|
$382K
|
-$23.4K
|
-2,571
|
-4%
|
|
|
13
|
Nuveen
Charlotte,
North Carolina
|
$372K
|
–
|
–
|
–
|
|
|
14
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$324K
|
+$45
|
+5
|
+0%
|
|
|
15
|
SageView Advisory Group
Newport Beach,
California
|
$314K
|
+$171K
|
+18,788
|
New
|
|
|
16
|
Bank of New York Mellon
New York
|
$313K
|
-$47.5K
|
-5,235
|
-10%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$307K
|
+$220K
|
+24,218
|
+103%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$296K
|
+$24.7K
|
+2,720
|
+6%
|
|
|
19
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$294K
|
+$359K
|
+39,535
|
+638%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$288K
|
+$407K
|
+44,760
|
New
|
|
|
21
|
LifeSteps Financial
Claremont,
California
|
$285K
|
+$84.5K
|
+9,301
|
+27%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$284K
|
+$216K
|
+23,786
|
+117%
|
|
|
23
|
|
$231K
|
+$326K
|
+35,912
|
New
|
|
|
24
|
RhumbLine Advisers
Boston,
Massachusetts
|
$154K
|
+$8.39K
|
+924
|
+4%
|
|
|
25
|
KWB Wealth
Redlands,
California
|
$150K
|
–
|
–
|
–
|
|
