|
1
|
Franklin Resources
San Mateo,
California
|
$741K
|
+$757K
|
+91,530
|
New
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$318K
|
–
|
–
|
–
|
|
|
3
|
GoalFusion Wealth Management
Austin,
Texas
|
$223K
|
-$75.8K
|
-9,167
|
-25%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$213K
|
+$11.8K
|
+1,422
|
+6%
|
|
|
5
|
Canton Hathaway
Providence,
Rhode Island
|
$94.7K
|
+$96.7K
|
+11,700
|
New
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$84.5K
|
-$37.2K
|
-4,500
|
-30%
|
|
|
7
|
|
$81K
|
–
|
–
|
–
|
|
|
8
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$81K
|
+$82.7K
|
+10,000
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$15.8K
|
+$16K
|
+1,935
|
+11,382%
|
|
|
10
|
Tower Research Capital (TRC)
New York
|
$5.59K
|
+$5.71K
|
+691
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.66K
|
+$1.65K
|
+200
|
+53%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$4.05K
|
+$4.13K
|
+500
|
New
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
+$943
|
+114
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$178
|
+$17
|
+2
|
+10%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
–
|
-$220K
|
-36,544
|
Closed
|
|
|
16
|
DRW Securities
Chicago,
Illinois
|
–
|
-$87.5K
|
-14,786
|
Closed
|
|
|
17
|
Ackerman Capital Advisors
Dallas,
Texas
|
–
|
-$74.8K
|
-12,627
|
Closed
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
–
|
-$62.3K
|
-10,531
|
Closed
|
|
|
19
|
|
–
|
-$29.8K
|
-5,038
|
Closed
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1K
|
-250
|
Closed
|
|
|
21
|
|
–
|
-$6
|
-1
|
Closed
|
|
