|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$510K
|
+$336K
|
+60,168
|
New
|
|
|
2
|
Renaissance Technologies
New York
|
$455K
|
+$300K
|
+53,694
|
New
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$420K
|
+$64.7K
|
+11,563
|
+30%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$367K
|
-$119K
|
-21,323
|
-33%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
$362K
|
–
|
–
|
–
|
|
|
6
|
IHT Wealth Management
Chicago,
Illinois
|
$359K
|
-$4.79K
|
-857
|
-2%
|
|
|
7
|
|
$290K
|
+$192K
|
+34,253
|
New
|
|
|
8
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$61.1K
|
+$40.3K
|
+7,200
|
New
|
|
|
9
|
Wexford Capital
West Palm Beach,
Florida
|
$38.2K
|
+$25.2K
|
+4,500
|
New
|
|
|
10
|
|
$7.01K
|
+$839
|
+150
|
+22%
|
|
|
11
|
Oakworth Capital
Birmingham,
Alabama
|
$6.58K
|
+$4.34K
|
+776
|
New
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.45K
|
–
|
–
|
–
|
|
|
13
|
SBI Securities
Tokyo,
Japan
|
$3.19K
|
-$509
|
-91
|
-19%
|
|
|
14
|
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
|
$1.91K
|
–
|
–
|
–
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$1.91K
|
+$1.26K
|
+225
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1.51K
|
-$123
|
-22
|
-11%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.34K
|
–
|
–
|
–
|
|
|
18
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$1.27K
|
+$839
|
+150
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$822
|
–
|
–
|
–
|
|
|
20
|
MCF Advisors
Covington,
Kentucky
|
$13
|
–
|
–
|
–
|
|
|
21
|
|
$13
|
+$11
|
+2
|
New
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
–
|
-$5.29K
|
-1,050
|
Closed
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$1.52K
|
-303
|
Closed
|
|
