|
1
|
Legacy Financial Advisors
Covington,
Kentucky
|
$755K
|
–
|
–
|
–
|
|
|
2
|
IEQ Capital
Foster City,
California
|
$558K
|
-$7.98K
|
-8,000
|
-1%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$478K
|
+$2.09K
|
+2,091
|
+0.3%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$196K
|
+$58.9K
|
+59,040
|
+30%
|
|
|
5
|
MAI Capital Management
Independence,
Ohio
|
$132K
|
–
|
–
|
–
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$128K
|
–
|
–
|
–
|
|
|
7
|
Cresset Asset Management
Chicago,
Illinois
|
$125K
|
–
|
–
|
–
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$79.9K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$19.9K
|
-$29.7K
|
-29,769
|
-53%
|
|
|
10
|
Wealthquest
Cincinnati,
Ohio
|
$12.5K
|
+$16.4K
|
+16,404
|
New
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$11.1K
|
–
|
–
|
–
|
|
|
12
|
Concorde Financial
Dallas,
Texas
|
$7.89K
|
+$10.2K
|
+10,266
|
New
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.69K
|
–
|
–
|
–
|
|
|
14
|
Parkwood LLC
Cleveland,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
15
|
Tower Research Capital (TRC)
New York
|
$997
|
+$1.2K
|
+1,198
|
+1,210%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$145
|
+$18
|
+18
|
+11%
|
|
|
17
|
|
$56
|
+$1
|
+1
|
+1%
|
|
|
18
|
Farther Finance Advisors
San Francisco,
California
|
$1
|
+$1
|
+1
|
New
|
|
|
19
|
Neuberger Berman Group
New York
|
–
|
-$42.3K
|
-41,010
|
Closed
|
|
|
20
|
Private Client Services
Louisville,
Kentucky
|
–
|
-$40.5K
|
-38,200
|
Closed
|
|
|
21
|
Millennium Management
New York
|
–
|
-$12K
|
-11,301
|
Closed
|
|
|
22
|
|
–
|
-$11.7K
|
-10,993
|
Closed
|
|
|
23
|
Great Lakes Retirement
Sandusky,
Ohio
|
–
|
-$1.06K
|
-1,000
|
Closed
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$22
|
-21
|
Closed
|
|
|
25
|
Avion Wealth
The Woodlands,
Texas
|
–
|
+$200
|
+200
|
New
|
|
