|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$205K
|
–
|
–
|
–
|
|
|
2
|
Howe & Rusling
Rochester,
New York
|
$183K
|
–
|
–
|
–
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$54K
|
–
|
–
|
–
|
|
|
4
|
Arete Wealth Advisors
Chicago,
Illinois
|
$44K
|
–
|
–
|
–
|
|
|
5
|
California Public Employees Retirement System
Sacramento,
California
|
$43K
|
–
|
–
|
–
|
|
|
6
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$39K
|
-$21.3K
|
-56,240
|
-32%
|
|
|
7
|
|
$26K
|
+$1.73K
|
+4,560
|
+6%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$24K
|
–
|
–
|
–
|
|
|
9
|
Moors & Cabot
Boston,
Massachusetts
|
$23K
|
–
|
–
|
–
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$22K
|
-$506
|
-1,338
|
-2%
|
|
|
11
|
Millennium Management
New York
|
$21K
|
+$1.53K
|
+4,041
|
+7%
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$20K
|
+$22.7K
|
+60,000
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$15K
|
–
|
–
|
–
|
|
|
14
|
Abbot Financial Management
Andover,
Massachusetts
|
$11K
|
–
|
–
|
–
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$8K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$6K
|
-$6.65K
|
-17,580
|
-51%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$5K
|
-$8.02K
|
-21,200
|
-60%
|
|
|
18
|
Berry Group
Worcester,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$4K
|
-$604
|
-1,595
|
-13%
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3K
|
–
|
–
|
–
|
|
|
21
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
22
|
Victory Capital Management
San Antonio,
Texas
|
$3K
|
+$3.61K
|
+9,533
|
New
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$2.86M
|
-7,435,101
|
Closed
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$13K
|
-33,505
|
Closed
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
–
|
+$121
|
+321
|
New
|
|
