|
1
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$15.1M
|
+$2.71M
|
+944,758
|
+26%
|
|
|
2
|
Legacy Investment Solutions
Meridian,
Idaho
|
$15.1M
|
+$13.1M
|
+4,567,051
|
New
|
|
|
3
|
|
$1.38M
|
-$109K
|
-37,979
|
-8%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.36M
|
–
|
–
|
–
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$1.06M
|
-$3.12K
|
-1,087
|
-0.3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.03M
|
+$452K
|
+157,626
|
+103%
|
|
|
7
|
BIP Wealth
Atlanta,
Georgia
|
$747K
|
–
|
–
|
–
|
|
|
8
|
Sovran Advisors
San Diego,
California
|
$609K
|
+$717
|
+250
|
+0.1%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$410K
|
+$1.76K
|
+614
|
+0.5%
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$390K
|
+$22.9K
|
+8,000
|
+7%
|
|
|
11
|
Rossby Financial
Melbourne,
Florida
|
$343K
|
-$31.5K
|
-11,000
|
-10%
|
|
|
12
|
Bridgeway Capital Management
Houston,
Texas
|
$172K
|
–
|
–
|
–
|
|
|
13
|
|
$162K
|
-$38K
|
-13,238
|
-21%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$46.7K
|
-$1.89K
|
-659
|
-4%
|
|
|
15
|
Charles Schwab
San Francisco,
California
|
$42.8K
|
–
|
–
|
–
|
|
|
16
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$33.3K
|
–
|
–
|
–
|
|
|
17
|
|
$11.8K
|
-$15K
|
-5,241
|
-59%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$4.92K
|
+$4.27K
|
+1,490
|
New
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
$3.64K
|
-$14.5K
|
-5,051
|
-82%
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$3.13K
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$967
|
+$143
|
+50
|
+21%
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$330
|
–
|
–
|
–
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$110
|
+$95
|
+33
|
New
|
|
|
24
|
Arlington Financial Advisors
Santa Barbara,
California
|
–
|
-$126K
|
-58,000
|
Closed
|
|
|
25
|
|
–
|
-$28K
|
-13,212
|
Closed
|
|
