|
1
|
Private Advisory Group
Redmond,
Washington
|
$2.24M
|
–
|
–
|
–
|
|
|
2
|
Soltis Investment Advisors
St. George,
Utah
|
$1.21M
|
–
|
–
|
–
|
|
|
3
|
Diversify Wealth Management
Sandy,
Utah
|
$986K
|
-$150K
|
-22,125
|
-12%
|
|
|
4
|
Diversify Advisory Services
Sandy,
Utah
|
$986K
|
+$1.11M
|
+164,331
|
New
|
|
|
5
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$472K
|
+$72.4K
|
+10,687
|
+18%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$266K
|
–
|
–
|
–
|
|
|
7
|
Geode Capital Management
Boston,
Massachusetts
|
$256K
|
–
|
–
|
–
|
|
|
8
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$133K
|
+$982
|
+145
|
+0.7%
|
|
|
9
|
|
$91.2K
|
+$23.6K
|
+3,480
|
+34%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$87.4K
|
+$88.3K
|
+13,039
|
New
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$84.9K
|
–
|
–
|
–
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$73.7K
|
-$13.5K
|
-2,000
|
-15%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$17.9K
|
+$17.9K
|
+2,645
|
+13,225%
|
|
|
14
|
Barclays
London,
United Kingdom
|
$147
|
+$149
|
+22
|
New
|
|
|
15
|
FNY Investment Advisers
New York
|
–
|
-$278K
|
-39,782
|
Closed
|
|
|
16
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
–
|
-$17.5K
|
-2,501
|
Closed
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$2K
|
-273
|
Closed
|
|
