|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$344K
|
–
|
–
|
–
|
|
|
2
|
Waverly Advisors
Birmingham,
Alabama
|
$129K
|
–
|
–
|
–
|
|
|
3
|
Broadwood Capital
New York
|
$104K
|
-$116K
|
-28,711
|
-35%
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$58.2K
|
+$3.24K
|
+801
|
+3%
|
|
|
5
|
Linscomb Wealth
Houston,
Texas
|
$36K
|
–
|
–
|
–
|
|
|
6
|
Keel Point
Huntsville,
Alabama
|
$34K
|
–
|
–
|
–
|
|
|
7
|
|
$33K
|
+$16.7K
|
+4,127
|
+31%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$26.9K
|
-$1.84K
|
-455
|
-3%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$24.4K
|
–
|
–
|
–
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$22.9K
|
-$25.2K
|
-6,231
|
-34%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$6.89K
|
+$14.6K
|
+3,602
|
+180,100%
|
|
|
12
|
Tower Research Capital (TRC)
New York
|
$859
|
+$1.16K
|
+286
|
+175%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$829
|
-$12.3K
|
-3,033
|
-88%
|
|
|
14
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$53
|
–
|
–
|
–
|
|
|
15
|
Pacifica Partners
Surrey,
Canada
|
$17
|
–
|
–
|
–
|
|
|
16
|
Albion Financial Group
Salt Lake City,
Utah
|
$16
|
–
|
–
|
–
|
|
|
17
|
|
$15
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$6
|
-$858
|
-212
|
-99%
|
|
|
19
|
BNP Paribas Financial Markets
Paris,
France
|
$4
|
–
|
–
|
–
|
|
|
20
|
Rockefeller Capital Management
New York
|
$4
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2
|
-$36
|
-9
|
-82%
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$2
|
–
|
–
|
–
|
|
|
23
|
|
–
|
-$12.5K
|
-2,323
|
Closed
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$75
|
-14
|
Closed
|
|
|
25
|
|
–
|
-$54
|
-10
|
Closed
|
|
