|
1
|
Summit Partners
Boston,
Massachusetts
|
$4.14M
|
–
|
–
|
–
|
|
|
2
|
Barclays
London,
United Kingdom
|
$144K
|
–
|
–
|
–
|
|
|
3
|
Geode Capital Management
Boston,
Massachusetts
|
$71.4K
|
+$12.3K
|
+1,969
|
+12%
|
|
|
4
|
Wealth Architects
Mountain View,
California
|
$69.9K
|
+$116K
|
+18,603
|
New
|
|
|
5
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$63.3K
|
+$105K
|
+16,830
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$37.1K
|
+$41.8K
|
+6,705
|
+212%
|
|
|
7
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$25.6K
|
+$42.5K
|
+6,806
|
New
|
|
|
8
|
|
$4K
|
-$168
|
-27
|
-2%
|
|
|
9
|
Tower Research Capital (TRC)
New York
|
$1.8K
|
+$2.98K
|
+478
|
New
|
|
|
10
|
|
$1.43K
|
-$6
|
-1
|
-0.3%
|
|
|
11
|
Group One Trading
Chicago,
Illinois
|
$350
|
-$6
|
-1
|
-1%
|
|
|
12
|
|
$210
|
–
|
–
|
–
|
|
|
13
|
MAI Capital Management
Independence,
Ohio
|
$151
|
+$250
|
+40
|
New
|
|
|
14
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$117
|
–
|
–
|
–
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$94
|
–
|
–
|
–
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$90
|
+$150
|
+24
|
New
|
|
|
17
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$45
|
–
|
–
|
–
|
|
|
18
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$41
|
-$6
|
-1
|
-8%
|
|
|
19
|
Golden State Equity Partners
South Coast Metro,
California
|
$26
|
+$44
|
+7
|
New
|
|
|
20
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$19
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$10
|
-$25
|
-4
|
-57%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$817
|
-135
|
Closed
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$75
|
-12
|
-12%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$10
|
-2
|
Closed
|
|
|
25
|
True Wealth Design
Akron,
Ohio
|
–
|
-$7
|
-1
|
Closed
|
|
