|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$3.14M
|
+$2.81M
|
+150,745
|
+882%
|
|
|
2
|
|
$794K
|
+$177K
|
+9,497
|
+29%
|
|
|
3
|
Blankinship & Foster
Solana Beach,
California
|
$767K
|
+$765K
|
+41,019
|
New
|
|
|
4
|
Frontier Wealth Management
Kansas City,
Missouri
|
$758K
|
+$755K
|
+40,520
|
New
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$660K
|
+$441K
|
+23,675
|
+203%
|
|
|
6
|
|
$447K
|
+$446K
|
+23,907
|
New
|
|
|
7
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$320K
|
+$319K
|
+17,124
|
New
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$210K
|
–
|
–
|
–
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$197K
|
+$197K
|
+10,554
|
New
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$164K
|
+$90.6K
|
+4,860
|
+124%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$153K
|
+$153K
|
+8,202
|
New
|
|
|
12
|
|
$142K
|
+$141K
|
+7,557
|
+14,258%
|
|
|
13
|
Jackson Square Capital
San Francisco,
California
|
$114K
|
+$113K
|
+6,078
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$97K
|
+$97.1K
|
+5,207
|
New
|
|
|
15
|
|
$77K
|
-$69.7K
|
-3,741
|
-48%
|
|
|
16
|
Country Club Trust
Kansas City,
Missouri
|
$75K
|
–
|
–
|
–
|
|
|
17
|
NorthRock Partners
Minneapolis,
Minnesota
|
$70K
|
+$70.2K
|
+3,766
|
New
|
|
|
18
|
Charles Schwab
San Francisco,
California
|
$49K
|
+$48.6K
|
+2,609
|
New
|
|
|
19
|
Millennium Management
New York
|
$48K
|
+$47.6K
|
+2,556
|
New
|
|
|
20
|
Carlson Capital Management
Northfield,
Minnesota
|
$44K
|
+$44K
|
+2,360
|
New
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$39K
|
+$37.6K
|
+2,019
|
+3,365%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$37K
|
+$37.3K
|
+2,000
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$5K
|
+$1.81K
|
+97
|
+60%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1K
|
–
|
–
|
–
|
|
