|
1
|
Legacy Financial Advisors
Covington,
Kentucky
|
–
|
-$755K
|
-982,379
|
Closed
|
|
|
2
|
IEQ Capital
Foster City,
California
|
–
|
-$558K
|
-725,592
|
Closed
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
–
|
-$478K
|
-622,195
|
Closed
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
–
|
-$196K
|
-254,339
|
Closed
|
|
|
5
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$132K
|
-171,677
|
Closed
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$128K
|
-166,496
|
Closed
|
|
|
7
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$125K
|
-162,134
|
Closed
|
|
|
8
|
State Street
Boston,
Massachusetts
|
–
|
-$79.9K
|
-103,900
|
Closed
|
|
|
9
|
Parkwood LLC
Cleveland,
Ohio
|
–
|
-$3K
|
-90,000
|
Closed
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
–
|
-$19.9K
|
-25,917
|
Closed
|
|
|
11
|
Wealthquest
Cincinnati,
Ohio
|
–
|
-$12.5K
|
-16,404
|
Closed
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
–
|
-$11.1K
|
-14,449
|
Closed
|
|
|
13
|
Concorde Financial
Dallas,
Texas
|
–
|
-$7.89K
|
-10,266
|
Closed
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$7.69K
|
-10,000
|
Closed
|
|
|
15
|
Tower Research Capital (TRC)
New York
|
–
|
-$997
|
-1,297
|
Closed
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$145
|
-188
|
Closed
|
|
|
17
|
|
–
|
-$56
|
-73
|
Closed
|
|
|
18
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$1
|
-1
|
Closed
|
|
