|
1
|
Creative Planning
Overland Park,
Kansas
|
$6.47M
|
+$3.15M
|
+369,570
|
+80%
|
|
|
2
|
Kore Private Wealth
New York
|
$1.22M
|
+$1.34M
|
+157,207
|
New
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$934K
|
+$203K
|
+23,810
|
+25%
|
|
|
4
|
Scotia Capital
Toronto,
Ontario, Canada
|
$568K
|
+$389K
|
+45,700
|
+167%
|
|
|
5
|
Millennium Management
New York
|
$416K
|
-$922K
|
-108,322
|
-67%
|
|
|
6
|
Geode Capital Management
Boston,
Massachusetts
|
$346K
|
+$380K
|
+44,597
|
New
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$315K
|
+$58.8K
|
+6,906
|
+21%
|
|
|
8
|
Alpha Cubed Investments
Irvine,
California
|
$230K
|
–
|
–
|
–
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$196K
|
-$219K
|
-25,700
|
-50%
|
|
|
10
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$194K
|
+$213K
|
+25,000
|
New
|
|
|
11
|
|
$185K
|
+$9.9K
|
+1,166
|
+5%
|
|
|
12
|
Bank of New York Mellon
New York
|
$105K
|
+$115K
|
+13,465
|
New
|
|
|
13
|
Northern Trust
Chicago,
Illinois
|
$105K
|
+$115K
|
+13,504
|
New
|
|
|
14
|
Oxford Asset Management
Oxford,
United Kingdom
|
$91K
|
+$100K
|
+11,706
|
New
|
|
|
15
|
HL Financial Services
Louisville,
Kentucky
|
$78K
|
–
|
–
|
–
|
|
|
16
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$68K
|
–
|
–
|
–
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$35K
|
+$25.5K
|
+3,000
|
+200%
|
|
|
18
|
|
$20K
|
+$4.26K
|
+500
|
+24%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$8K
|
-$100K
|
-11,689
|
-92%
|
|
|
20
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$8K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
+$2.56K
|
+300
|
+300%
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$15.1K
|
-1,770
|
-99%
|
|
|
24
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$11K
|
-1,128
|
Closed
|
|
|
25
|
Barclays
London,
United Kingdom
|
–
|
-$3K
|
-319
|
Closed
|
|
