|
1
|
Creative Planning
Overland Park,
Kansas
|
$2.86M
|
+$13.8K
|
+30,000
|
+0.4%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$239K
|
+$138
|
+301
|
+0%
|
|
|
3
|
Howe & Rusling
Rochester,
New York
|
$214K
|
+$163K
|
+355,000
|
+178%
|
|
|
4
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$67K
|
–
|
–
|
–
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$63K
|
–
|
–
|
–
|
|
|
6
|
Arete Wealth Advisors
Chicago,
Illinois
|
$51K
|
–
|
–
|
–
|
|
|
7
|
California Public Employees Retirement System
Sacramento,
California
|
$51K
|
–
|
–
|
–
|
|
|
8
|
|
$28K
|
+$474
|
+1,032
|
+1%
|
|
|
9
|
Moors & Cabot
Boston,
Massachusetts
|
$27K
|
-$1.01K
|
-2,200
|
-3%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$27K
|
–
|
–
|
–
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$26K
|
+$98
|
+214
|
+0.3%
|
|
|
12
|
Millennium Management
New York
|
$23K
|
-$591
|
-1,286
|
-2%
|
|
|
13
|
PHH Investments
Addison,
Texas
|
$23K
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$17K
|
–
|
–
|
–
|
|
|
15
|
Abbot Financial Management
Andover,
Massachusetts
|
$13K
|
–
|
–
|
–
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$13K
|
–
|
–
|
–
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$13K
|
+$219
|
+476
|
+1%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$13K
|
+$11.1K
|
+24,093
|
+234%
|
|
|
19
|
State Street
Boston,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
20
|
Berry Group
Worcester,
Massachusetts
|
$6K
|
+$6.9K
|
+15,000
|
New
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$5K
|
-$50
|
-109
|
-0.9%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4K
|
–
|
–
|
–
|
|
|
23
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$12K
|
-20,842
|
Closed
|
|
|
25
|
|
–
|
-$10K
|
-17,531
|
Closed
|
|
