|
1
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$456K
|
–
|
–
|
–
|
|
|
2
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$379K
|
-$32K
|
-44,336
|
-10%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$100K
|
+$18.9K
|
+26,200
|
+35%
|
|
|
4
|
Littlejohn & Co
Greenwich,
Connecticut
|
$81.8K
|
–
|
–
|
–
|
|
|
5
|
Root Financial Partners
Encinitas,
California
|
$61.8K
|
–
|
–
|
–
|
|
|
6
|
LPWM LLC
Minneapolis,
Minnesota
|
$51.6K
|
–
|
–
|
–
|
|
|
7
|
Bridgeway Capital Management
Houston,
Texas
|
$49.1K
|
–
|
–
|
–
|
|
|
8
|
Tradition Wealth Management
Edina,
Minnesota
|
$49K
|
+$7.21K
|
+10,000
|
+25%
|
|
|
9
|
Geode Capital Management
Boston,
Massachusetts
|
$48.9K
|
–
|
–
|
–
|
|
|
10
|
Axxcess Wealth Management
Carlsbad,
California
|
$31.1K
|
+$15.7K
|
+21,700
|
+217%
|
|
|
11
|
Periscope Capital
Toronto,
Ontario, Canada
|
$25.5K
|
-$153K
|
-211,635
|
-89%
|
|
|
12
|
Cannell & Spears
New York
|
$19.8K
|
–
|
–
|
–
|
|
|
13
|
Presidio Capital Management
San Diego,
California
|
$19.6K
|
+$7.21K
|
+10,000
|
+100%
|
|
|
14
|
|
$16.7K
|
+$9.16K
|
+12,698
|
+293%
|
|
|
15
|
|
$14K
|
+$10.6K
|
+14,669
|
New
|
|
|
16
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$13.8K
|
+$10.2K
|
+14,100
|
New
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$13.7K
|
–
|
–
|
–
|
|
|
18
|
|
$11.3K
|
+$287K
|
+397,325
|
New
|
|
|
19
|
|
$10.9K
|
+$7.18K
|
+9,957
|
+874%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.51K
|
+$5.53K
|
+7,661
|
New
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$6.54K
|
-$641
|
-889
|
-12%
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$178
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$62
|
+$2
|
+3
|
+5%
|
|
|
24
|
|
$13
|
+$8
|
+11
|
+550%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$10
|
-$183
|
-254
|
-96%
|
|
