|
1
|
Geode Capital Management
Boston,
Massachusetts
|
$246K
|
–
|
–
|
–
|
|
|
2
|
Meridian Wealth Management
Lexington,
Kentucky
|
$204K
|
+$75.9K
|
+68,300
|
+57%
|
|
|
3
|
Kestra Private Wealth Services
Austin,
Texas
|
$167K
|
+$87.2K
|
+78,519
|
+105%
|
|
|
4
|
|
$104K
|
-$35.5K
|
-31,958
|
-25%
|
|
|
5
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$54.5K
|
–
|
–
|
–
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$50.2K
|
-$16.5K
|
-14,819
|
-24%
|
|
|
7
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$43.2K
|
+$44K
|
+39,629
|
New
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$37.4K
|
–
|
–
|
–
|
|
|
9
|
Vanguard Group
Malvern,
Pennsylvania
|
$24.2K
|
+$24.7K
|
+22,193
|
New
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$22K
|
+$22.2K
|
+20,000
|
New
|
|
|
11
|
Blue Trust Inc
Alpharetta,
Georgia
|
$19K
|
+$16.4K
|
+14,724
|
New
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$16.5K
|
+$16.8K
|
+15,100
|
New
|
|
|
13
|
TFO Wealth Partners
Maumee,
Ohio
|
$545
|
+$536
|
+482
|
+2,678%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$244
|
+$2
|
+2
|
+0.9%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$92.6K
|
-73,519
|
Closed
|
|
|
16
|
Warberg Asset Management
Winnetka,
Illinois
|
–
|
-$25.2K
|
-20,000
|
Closed
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$24K
|
-19,049
|
Closed
|
|
|
18
|
|
–
|
-$4.92K
|
-3,901
|
Closed
|
|
