|
1
|
Creative Planning
Overland Park,
Kansas
|
$6.93M
|
–
|
–
|
–
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$182K
|
+$65.5K
|
+108,713
|
+104%
|
|
|
3
|
Howe & Rusling
Rochester,
New York
|
$171K
|
+$18.1K
|
+30,000
|
+18%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$141K
|
+$15.9K
|
+26,361
|
+19%
|
|
|
5
|
Arete Wealth Advisors
Chicago,
Illinois
|
$113K
|
-$7.53K
|
-12,500
|
-9%
|
|
|
6
|
California Public Employees Retirement System
Sacramento,
California
|
$112K
|
–
|
–
|
–
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$75K
|
-$73.5K
|
-122,000
|
-58%
|
|
|
8
|
|
$61K
|
+$757
|
+1,256
|
+2%
|
|
|
9
|
Moors & Cabot
Boston,
Massachusetts
|
$60K
|
-$9.04K
|
-15,000
|
-18%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$59K
|
+$9.63K
|
+15,980
|
+30%
|
|
|
11
|
PHH Investments
Addison,
Texas
|
$51K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$38K
|
–
|
–
|
–
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$35K
|
+$2.87K
|
+4,760
|
+13%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$30K
|
–
|
–
|
–
|
|
|
15
|
Abbot Financial Management
Andover,
Massachusetts
|
$29K
|
–
|
–
|
–
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$29K
|
–
|
–
|
–
|
|
|
17
|
|
$28K
|
-$3.81K
|
-6,324
|
-16%
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$21K
|
-$2.87K
|
-4,755
|
-17%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$18K
|
-$34.3K
|
-56,928
|
-73%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$18K
|
+$13K
|
+21,495
|
New
|
|
|
21
|
|
$12K
|
-$1.42K
|
-2,363
|
-15%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$9K
|
–
|
–
|
–
|
|
|
23
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$8K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3.91K
|
-6,482
|
-98%
|
|
|
25
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
+$60
|
+100
|
New
|
|
