|
1
|
Woodward Diversified Capital
Bakersfield,
California
|
$5.1M
|
+$838K
|
+317,173
|
+22%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.17M
|
+$467K
|
+176,895
|
+14%
|
|
|
3
|
|
$2.05M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.17M
|
+$161
|
+61
|
+0%
|
|
|
5
|
|
$933K
|
-$65.5K
|
-24,792
|
-7%
|
|
|
6
|
Geode Capital Management
Boston,
Massachusetts
|
$915K
|
+$14.8K
|
+5,596
|
+2%
|
|
|
7
|
Alyeska Investment Group
Chicago,
Illinois
|
$818K
|
–
|
–
|
–
|
|
|
8
|
MAI Capital Management
Independence,
Ohio
|
$679K
|
+$624K
|
+236,196
|
+66,161%
|
|
|
9
|
Global Retirement Partners
San Rafael,
California
|
$656K
|
+$604K
|
+228,676
|
New
|
|
|
10
|
Provident Wealth Management
Brentwood,
Tennessee
|
$456K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$301K
|
+$264K
|
+99,795
|
+1,911%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$301K
|
+$47.5K
|
+17,989
|
+21%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$287K
|
–
|
–
|
–
|
|
|
14
|
LifeSteps Financial
Claremont,
California
|
$279K
|
+$30.7K
|
+11,627
|
+14%
|
|
|
15
|
Dauntless Investment Group
Etna,
New Hampshire
|
$263K
|
+$325K
|
+123,194
|
New
|
|
|
16
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$216K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$204K
|
+$8.16K
|
+3,088
|
+5%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$191K
|
+$27.8K
|
+10,516
|
+19%
|
|
|
19
|
|
$168K
|
+$26.8K
|
+10,152
|
+21%
|
|
|
20
|
|
$162K
|
-$33K
|
-12,500
|
-18%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$126K
|
+$4.87K
|
+1,843
|
+4%
|
|
|
22
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$107K
|
+$98.2K
|
+37,159
|
New
|
|
|
23
|
Marshall Wace
London,
United Kingdom
|
$92.5K
|
+$85.1K
|
+32,221
|
New
|
|
|
24
|
One Capital Management
Westlake Village,
California
|
$88.6K
|
+$51.8K
|
+19,600
|
+174%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$86.2K
|
+$79.3K
|
+30,030
|
New
|
|
