|
1
|
Waddell & Reed Financial
Overland Park,
Kansas
|
$47.3M
|
+$26.8M
|
+20,000,000
|
+424%
|
|
|
2
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$12.7M
|
+$8.94M
|
+6,666,667
|
+181%
|
|
|
3
|
Primecap Management
Pasadena,
California
|
$5.25M
|
–
|
–
|
–
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.09M
|
+$767K
|
+572,015
|
+121%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$178K
|
–
|
–
|
–
|
|
|
6
|
|
$156K
|
-$1.9K
|
-1,414
|
-2%
|
|
|
7
|
Capital Planning Advisors
Roseville,
California
|
$66K
|
+$28.9K
|
+21,579
|
+188%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$64K
|
+$9.66K
|
+7,199
|
+29%
|
|
|
9
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$40K
|
+$26.8K
|
+20,000
|
New
|
|
|
10
|
Barclays
London,
United Kingdom
|
$40K
|
+$27.1K
|
+20,200
|
New
|
|
|
11
|
Guggenheim Capital
Chicago,
Illinois
|
$36K
|
+$23.9K
|
+17,851
|
New
|
|
|
12
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$30K
|
+$20.1K
|
+15,000
|
New
|
|
|
13
|
BlueCrest Capital Management
St Helier,
Jersey
|
$25K
|
+$16.7K
|
+12,428
|
New
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22K
|
–
|
–
|
–
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$22K
|
–
|
–
|
–
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$20K
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$20K
|
+$13.6K
|
+10,102
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$6K
|
-$1.5K
|
-1,115
|
-28%
|
|
|
19
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$6K
|
–
|
–
|
–
|
|
|
20
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4K
|
+$2.68K
|
+2,000
|
New
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2K
|
-$2.21K
|
-1,650
|
-58%
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1K
|
–
|
–
|
–
|
|
|
23
|
|
$1K
|
–
|
–
|
–
|
|
|
24
|
AJ Wealth Strategies
New York
|
–
|
-$11K
|
-10,256
|
Closed
|
|
