|
1
|
Legacy Investment Solutions
Meridian,
Idaho
|
$17.8M
|
+$9.8M
|
+3,484,794
|
New
|
|
|
2
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$17.8M
|
+$9.8M
|
+3,484,794
|
New
|
|
|
3
|
|
$1.3M
|
+$7.57K
|
+2,694
|
+0.6%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.21M
|
+$17.8K
|
+6,319
|
+2%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$947K
|
+$43.4K
|
+15,427
|
+5%
|
|
|
6
|
BIP Wealth
Atlanta,
Georgia
|
$619K
|
–
|
–
|
–
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$312K
|
-$119K
|
-42,400
|
-30%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$264K
|
-$5.06K
|
-1,799
|
-2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$89K
|
+$81K
|
+28,815
|
New
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$40.1K
|
–
|
–
|
–
|
|
|
11
|
Barclays
London,
United Kingdom
|
$35.5K
|
+$32.3K
|
+11,475
|
New
|
|
|
12
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$31.2K
|
+$28.4K
|
+10,100
|
New
|
|
|
13
|
|
$3.09K
|
–
|
–
|
–
|
|
|
14
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$1.85K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$921
|
+$186
|
+66
|
+28%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
–
|
-$66K
|
-25,000
|
Closed
|
|
|
17
|
Two Sigma Securities
New York
|
–
|
-$29.8K
|
-11,271
|
Closed
|
|
|
18
|
Tower Research Capital (TRC)
New York
|
–
|
-$15.5K
|
-5,872
|
Closed
|
|
