|
1
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$2.29M
|
+$21.3K
|
+1,434
|
New
|
|
|
2
|
|
$308K
|
–
|
–
|
–
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$90.2K
|
+$62.9K
|
+4,230
|
+156%
|
|
|
4
|
|
$65.6K
|
+$49.4K
|
+3,321
|
+189%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$41.8K
|
+$3.91K
|
+263
|
+9%
|
|
|
6
|
|
$31.3K
|
–
|
–
|
–
|
|
|
7
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$28K
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$23.9K
|
–
|
–
|
–
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$20K
|
+$17.2K
|
+1,160
|
+297%
|
|
|
10
|
|
$17K
|
+$19.3K
|
+1,299
|
New
|
|
|
11
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$9.27K
|
–
|
–
|
–
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$9.03K
|
–
|
–
|
–
|
|
|
13
|
XTX Topco
George Town,
Cayman Islands
|
$5.33K
|
+$6.09K
|
+410
|
New
|
|
|
14
|
XML Financial
Bethesda,
Maryland
|
$4.34K
|
–
|
–
|
–
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
16
|
|
$2.17K
|
–
|
–
|
–
|
|
|
17
|
Tower Research Capital (TRC)
New York
|
$1.89K
|
-$59
|
-4
|
-3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$709
|
+$104
|
+7
|
+15%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$375
|
-$3.91K
|
-263
|
-90%
|
|
|
20
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$360
|
–
|
–
|
–
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$128
|
–
|
–
|
–
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$104
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$56
|
-$15
|
-1
|
-20%
|
|
|
24
|
SBI Securities
Tokyo,
Japan
|
$47
|
–
|
–
|
–
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$41
|
–
|
–
|
–
|
|
