|
1
|
Creative Planning
Overland Park,
Kansas
|
$3.9M
|
–
|
–
|
–
|
|
|
2
|
Geneos Wealth Management
Englewood,
Colorado
|
$100K
|
-$7.29K
|
-22,000
|
-9%
|
|
|
3
|
Howe & Rusling
Rochester,
New York
|
$82K
|
–
|
–
|
–
|
|
|
4
|
Arete Wealth Advisors
Chicago,
Illinois
|
$70K
|
–
|
–
|
–
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$67K
|
–
|
–
|
–
|
|
|
6
|
California Public Employees Retirement System
Sacramento,
California
|
$63K
|
–
|
–
|
–
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$51K
|
+$265
|
+800
|
+0.8%
|
|
|
8
|
Moors & Cabot
Boston,
Massachusetts
|
$41K
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$37K
|
–
|
–
|
–
|
|
|
10
|
|
$34K
|
+$944
|
+2,848
|
+4%
|
|
|
11
|
PHH Investments
Addison,
Texas
|
$29K
|
–
|
–
|
–
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
$26K
|
+$989
|
+2,982
|
+6%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$22K
|
–
|
–
|
–
|
|
|
14
|
|
$19K
|
+$13K
|
+39,337
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$17K
|
-$2.67K
|
-8,045
|
-18%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$17K
|
–
|
–
|
–
|
|
|
17
|
Abbot Financial Management
Andover,
Massachusetts
|
$16K
|
–
|
–
|
–
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$16K
|
–
|
–
|
–
|
|
|
19
|
State Street
Boston,
Massachusetts
|
$14K
|
–
|
–
|
–
|
|
|
20
|
|
$8K
|
+$5.27K
|
+15,896
|
New
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
22
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4K
|
+$3.31K
|
+10,000
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3K
|
+$2.1K
|
+6,338
|
+2,598%
|
|
|
24
|
Guggenheim Capital
Chicago,
Illinois
|
–
|
-$7K
|
-28,415
|
Closed
|
|
|
25
|
Two Sigma Securities
New York
|
–
|
-$6K
|
-25,980
|
Closed
|
|
