|
1
|
Woodward Diversified Capital
Bakersfield,
California
|
$5.91M
|
+$503K
|
+184,472
|
+10%
|
|
|
2
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$4.1M
|
+$4.62M
|
+1,695,480
|
New
|
|
|
3
|
|
$3.34M
|
+$1.82M
|
+666,666
|
+93%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$1.1M
|
+$197K
|
+72,354
|
+19%
|
|
|
5
|
|
$982K
|
+$56.1K
|
+20,564
|
+5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$784K
|
-$33.1K
|
-12,156
|
-4%
|
|
|
7
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$680K
|
-$61.1K
|
-22,410
|
-7%
|
|
|
8
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$609K
|
+$686K
|
+251,610
|
New
|
|
|
9
|
CM Management
Gulf Breeze,
Florida
|
$605K
|
+$682K
|
+250,000
|
New
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$398K
|
+$58.9K
|
+21,618
|
+15%
|
|
|
11
|
Provident Wealth Management
Brentwood,
Tennessee
|
$377K
|
–
|
–
|
–
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$353K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$336K
|
+$12.8K
|
+4,684
|
+3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$297K
|
+$205K
|
+75,219
|
+159%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$288K
|
+$24.6K
|
+9,021
|
+8%
|
|
|
16
|
LifeSteps Financial
Claremont,
California
|
$288K
|
+$2.15K
|
+787
|
+0.7%
|
|
|
17
|
|
$213K
|
-$11.3K
|
-4,141
|
-4%
|
|
|
18
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$182K
|
–
|
–
|
–
|
|
|
19
|
Falcon Wealth Planning
Ontario,
California
|
$153K
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$150K
|
-$421K
|
-154,343
|
-71%
|
|
|
21
|
SteelPeak Wealth
Woodland Hills,
California
|
$147K
|
+$136K
|
+50,000
|
+459%
|
|
|
22
|
683 Capital Management
New York
|
$145K
|
-$194K
|
-71,084
|
-54%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$110K
|
+$4.81K
|
+1,764
|
+4%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$105K
|
+$10.9K
|
+4,000
|
+11%
|
|
|
25
|
KWB Wealth
Redlands,
California
|
$102K
|
–
|
–
|
–
|
|
