|
1
|
Legacy Financial Advisors
Covington,
Kentucky
|
$1.04M
|
–
|
–
|
–
|
|
|
2
|
IEQ Capital
Foster City,
California
|
$778K
|
-$8.09K
|
-8,560
|
-1%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$657K
|
+$503K
|
+531,930
|
+603%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$207K
|
+$62.5K
|
+66,110
|
+51%
|
|
|
5
|
MAI Capital Management
Independence,
Ohio
|
$182K
|
-$115K
|
-122,000
|
-42%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$176K
|
–
|
–
|
–
|
|
|
7
|
Cresset Asset Management
Chicago,
Illinois
|
$172K
|
+$153K
|
+162,134
|
New
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$110K
|
+$98.2K
|
+103,900
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$59K
|
+$52.6K
|
+55,686
|
New
|
|
|
10
|
Neuberger Berman Group
New York
|
$42.3K
|
–
|
–
|
–
|
|
|
11
|
Private Client Services
Louisville,
Kentucky
|
$40.5K
|
+$36.1K
|
+38,200
|
New
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
$15.3K
|
–
|
–
|
–
|
|
|
13
|
Millennium Management
New York
|
$12K
|
-$112K
|
-118,732
|
-91%
|
|
|
14
|
|
$11.7K
|
-$508
|
-537
|
-5%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$10.6K
|
–
|
–
|
–
|
|
|
16
|
Parkwood LLC
Cleveland,
Ohio
|
$6K
|
–
|
–
|
–
|
|
|
17
|
Great Lakes Retirement
Sandusky,
Ohio
|
$1.06K
|
+$945
|
+1,000
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$180
|
+$161
|
+170
|
New
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
$105
|
+$94
|
+99
|
New
|
|
|
20
|
|
$76
|
+$21
|
+22
|
+44%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$22
|
+$20
|
+21
|
New
|
|
|
22
|
Quadrant Capital Group
Cincinnati,
Ohio
|
–
|
-$1.93M
|
-1,465,728
|
Closed
|
|
|
23
|
Vident Advisory
Alpharetta,
Georgia
|
–
|
-$668K
|
-506,030
|
Closed
|
|
|
24
|
XTX Topco
George Town,
Cayman Islands
|
–
|
-$22.9K
|
-17,357
|
Closed
|
|
|
25
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$5.97K
|
-4,523
|
Closed
|
|
