|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.7M
|
-$387K
|
-38,000
|
-28%
|
|
|
2
|
Geode Capital Management
Boston,
Massachusetts
|
$403K
|
+$36K
|
+3,533
|
+18%
|
|
|
3
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$313K
|
–
|
–
|
–
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$129K
|
+$77.2K
|
+7,580
|
New
|
|
|
5
|
|
$119K
|
+$71.3K
|
+7,001
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$113K
|
+$62.6K
|
+6,148
|
+1,180%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$111K
|
–
|
–
|
–
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$104K
|
+$62.4K
|
+6,127
|
New
|
|
|
9
|
|
$92.7K
|
+$55.6K
|
+5,455
|
New
|
|
|
10
|
Financial Management Network
Mission Viejo,
California
|
$85.3K
|
–
|
–
|
–
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$74.5K
|
–
|
–
|
–
|
|
|
12
|
IEQ Capital
Foster City,
California
|
$58.9K
|
+$14.9K
|
+1,462
|
+73%
|
|
|
13
|
|
$53K
|
+$32.3K
|
+3,174
|
New
|
|
|
14
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$51K
|
-$98.8K
|
-9,700
|
-76%
|
|
|
15
|
Coppell Advisory Solutions
Coppell,
Texas
|
$41.8K
|
+$10.2K
|
+1,000
|
+67%
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
$32.5K
|
-$46.5K
|
-4,565
|
-71%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$30.7K
|
–
|
–
|
–
|
|
|
18
|
Edge Capital Group
Atlanta,
Georgia
|
$30.1K
|
+$18.1K
|
+1,773
|
New
|
|
|
19
|
Bridgeway Capital Management
Houston,
Texas
|
$27.5K
|
–
|
–
|
–
|
|
|
20
|
Vanguard Group
Malvern,
Pennsylvania
|
$26.3K
|
–
|
–
|
–
|
|
|
21
|
LPL Financial
San Diego,
California
|
$25.5K
|
–
|
–
|
–
|
|
|
22
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$5.31K
|
+$3.19K
|
+313
|
New
|
|
|
23
|
SBI Securities
Tokyo,
Japan
|
$3.65K
|
+$2.19K
|
+215
|
New
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$1.7K
|
–
|
–
|
–
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$1.14K
|
-$3.68K
|
-361
|
-84%
|
|
