|
1
|
Creative Planning
Overland Park,
Kansas
|
$4.14M
|
-$463K
|
-713,628
|
-9%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$346K
|
+$33.3K
|
+51,373
|
+9%
|
|
|
3
|
Howe & Rusling
Rochester,
New York
|
$112K
|
–
|
–
|
–
|
|
|
4
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$97K
|
+$112K
|
+173,240
|
New
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$92K
|
–
|
–
|
–
|
|
|
6
|
Arete Wealth Advisors
Chicago,
Illinois
|
$74K
|
–
|
–
|
–
|
|
|
7
|
California Public Employees Retirement System
Sacramento,
California
|
$73K
|
–
|
–
|
–
|
|
|
8
|
Moors & Cabot
Boston,
Massachusetts
|
$40K
|
–
|
–
|
–
|
|
|
9
|
|
$40K
|
+$2.14K
|
+3,304
|
+5%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$38K
|
-$11.7K
|
-18,000
|
-20%
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$38K
|
+$106
|
+163
|
+0.2%
|
|
|
12
|
PHH Investments
Addison,
Texas
|
$34K
|
–
|
–
|
–
|
|
|
13
|
Millennium Management
New York
|
$34K
|
+$29.6K
|
+45,591
|
+277%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$25K
|
–
|
–
|
–
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$20K
|
–
|
–
|
–
|
|
|
16
|
Abbot Financial Management
Andover,
Massachusetts
|
$19K
|
–
|
–
|
–
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$18K
|
+$21.4K
|
+33,029
|
New
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$13K
|
–
|
–
|
–
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$12K
|
+$13.5K
|
+20,842
|
New
|
|
|
20
|
|
$10K
|
+$11.4K
|
+17,531
|
New
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$7K
|
+$897
|
+1,382
|
+12%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$6K
|
+$6.67K
|
+10,285
|
New
|
|
|
24
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
25
|
Victory Capital Management
San Antonio,
Texas
|
$5K
|
+$5.36K
|
+8,254
|
New
|
|
