|
1
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$265K
|
–
|
–
|
–
|
|
|
2
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$220K
|
–
|
–
|
–
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$66.6K
|
+$80.7K
|
+116,956
|
+185,644%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$58.1K
|
–
|
–
|
–
|
|
|
5
|
Littlejohn & Co
Greenwich,
Connecticut
|
$47.4K
|
–
|
–
|
–
|
|
|
6
|
LPWM LLC
Minneapolis,
Minnesota
|
$38K
|
–
|
–
|
–
|
|
|
7
|
Geode Capital Management
Boston,
Massachusetts
|
$33.7K
|
+$6.53K
|
+9,460
|
+19%
|
|
|
8
|
Bridgeway Capital Management
Houston,
Texas
|
$28.4K
|
–
|
–
|
–
|
|
|
9
|
Tradition Wealth Management
Edina,
Minnesota
|
$28.4K
|
–
|
–
|
–
|
|
|
10
|
Periscope Capital
Toronto,
Ontario, Canada
|
$14.8K
|
–
|
–
|
–
|
|
|
11
|
Cannell & Spears
New York
|
$11.5K
|
–
|
–
|
–
|
|
|
12
|
Presidio Capital Management
San Diego,
California
|
$11.4K
|
–
|
–
|
–
|
|
|
13
|
|
$9.45K
|
-$295
|
-428
|
-3%
|
|
|
14
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$8.91K
|
+$10.8K
|
+15,658
|
New
|
|
|
15
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$8.77K
|
+$906
|
+1,314
|
+9%
|
|
|
16
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$8.75K
|
+$10.6K
|
+15,370
|
New
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$7.98K
|
–
|
–
|
–
|
|
|
18
|
Axxcess Wealth Management
Carlsbad,
California
|
$6.66K
|
-$13.8K
|
-20,000
|
-63%
|
|
|
19
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$6.19K
|
+$7.51K
|
+10,884
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$5.1K
|
+$6.18K
|
+8,962
|
New
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.36K
|
–
|
–
|
–
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
$4.08K
|
+$339
|
+492
|
+7%
|
|
|
23
|
|
$624
|
-$6.9K
|
-10,000
|
-90%
|
|
|
24
|
Bell Investment Advisors
Oakland,
California
|
$380
|
+$460
|
+667
|
New
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$104
|
–
|
–
|
–
|
|
