|
1
|
Creative Planning
Overland Park,
Kansas
|
$4.71M
|
–
|
–
|
–
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$282K
|
+$184K
|
+273,076
|
+128%
|
|
|
3
|
Howe & Rusling
Rochester,
New York
|
$116K
|
–
|
–
|
–
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$96K
|
–
|
–
|
–
|
|
|
5
|
Arete Wealth Advisors
Chicago,
Illinois
|
$77K
|
–
|
–
|
–
|
|
|
6
|
California Public Employees Retirement System
Sacramento,
California
|
$76K
|
–
|
–
|
–
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$52K
|
–
|
–
|
–
|
|
|
8
|
|
$45K
|
+$3.12K
|
+4,616
|
+6%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$44K
|
+$23.6K
|
+34,951
|
+85%
|
|
|
10
|
Moors & Cabot
Boston,
Massachusetts
|
$41K
|
–
|
–
|
–
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$40K
|
-$404
|
-598
|
-0.9%
|
|
|
12
|
PHH Investments
Addison,
Texas
|
$35K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$26K
|
–
|
–
|
–
|
|
|
14
|
Abbot Financial Management
Andover,
Massachusetts
|
$20K
|
–
|
–
|
–
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$20K
|
–
|
–
|
–
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$19K
|
–
|
–
|
–
|
|
|
17
|
State Street
Boston,
Massachusetts
|
$14K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$12K
|
–
|
–
|
–
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9K
|
-$4.23K
|
-6,255
|
-29%
|
|
|
20
|
|
$8K
|
-$318
|
-470
|
-3%
|
|
|
21
|
|
$7K
|
-$14.1K
|
-20,909
|
-63%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$6K
|
–
|
–
|
–
|
|
|
23
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
24
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$5K
|
+$6.29K
|
+9,314
|
+9,314%
|
|
|
25
|
CNB Bank
Clearfield,
Pennsylvania
|
–
|
+$23
|
+34
|
New
|
|
