|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.53M
|
–
|
–
|
–
|
|
|
2
|
Sargent Investment Group
Bethesda,
Maryland
|
$978K
|
-$49.3K
|
-4,150
|
-5%
|
|
|
3
|
|
$673K
|
-$4.42K
|
-372
|
-0.7%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$579K
|
+$133K
|
+11,179
|
+35%
|
|
|
5
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$440K
|
–
|
–
|
–
|
|
|
6
|
Neville Rodie & Shaw
New York
|
$314K
|
–
|
–
|
–
|
|
|
7
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$222K
|
–
|
–
|
–
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$179K
|
-$12.5K
|
-1,052
|
-7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$166K
|
-$285
|
-24
|
-0.2%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$117K
|
+$16.2K
|
+1,367
|
+19%
|
|
|
11
|
Renaissance Technologies
New York
|
$112K
|
+$10.1K
|
+848
|
+11%
|
|
|
12
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$109K
|
–
|
–
|
–
|
|
|
13
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$108K
|
–
|
–
|
–
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$94K
|
+$2.31K
|
+194
|
+3%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$35.2K
|
+$30.8K
|
+2,592
|
+51,840%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$32.3K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$28.9K
|
-$29.7K
|
-2,500
|
-54%
|
|
|
18
|
Modera Wealth Management
Westwood,
New Jersey
|
$25.6K
|
–
|
–
|
–
|
|
|
19
|
|
$22K
|
–
|
–
|
–
|
|
|
20
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$16.3K
|
–
|
–
|
–
|
|
|
21
|
Simplicity Wealth
Summit,
New Jersey
|
$16.3K
|
+$14.3K
|
+1,200
|
New
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13K
|
-$238
|
-20
|
-2%
|
|
|
23
|
|
$12.9K
|
+$4.75K
|
+400
|
+73%
|
|
|
24
|
|
$12.3K
|
+$24
|
+2
|
+0.2%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$12.2K
|
+$10.7K
|
+898
|
New
|
|
