|
1
|
Crewe Advisors
Salt Lake City,
Utah
|
$168K
|
+$78.1K
|
+156
|
+30%
|
|
|
2
|
Procyon Advisors
Shelton,
Connecticut
|
$97.4K
|
-$73.1K
|
-146
|
-27%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$88.3K
|
+$179K
|
+357
|
New
|
|
|
4
|
Optivise Advisory Services
Franklin,
Tennessee
|
$54.3K
|
+$12K
|
+24
|
+12%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$51.5K
|
+$104K
|
+208
|
New
|
|
|
6
|
|
$41.8K
|
+$84.6K
|
+169
|
New
|
|
|
7
|
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
|
$20.1K
|
–
|
–
|
–
|
|
|
8
|
Resolute Advisors
San Francisco,
California
|
$17.1K
|
+$34.5K
|
+69
|
New
|
|
|
9
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$15.4K
|
–
|
–
|
–
|
|
|
10
|
P. Schoenfeld Asset Management (PSAM)
New York
|
$12.1K
|
+$24.5K
|
+49
|
New
|
|
|
11
|
Avion Wealth
The Woodlands,
Texas
|
$11K
|
+$22.5K
|
+45
|
New
|
|
|
12
|
Periscope Capital
Toronto,
Ontario, Canada
|
$10.3K
|
-$10.5K
|
-21
|
-33%
|
|
|
13
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$10.1K
|
+$17.5K
|
+35
|
+583%
|
|
|
14
|
Valley Wealth Managers
Paramus,
New Jersey
|
$8.24K
|
–
|
–
|
–
|
|
|
15
|
Platform Technology Partners
New York
|
$7.75K
|
–
|
–
|
–
|
|
|
16
|
Crossingbridge Advisors
Pleasantville,
New York
|
$7.42K
|
+$10K
|
+20
|
New
|
|
|
17
|
Tower Research Capital (TRC)
New York
|
$6.41K
|
+$13K
|
+26
|
New
|
|
|
18
|
|
$6.03K
|
-$51.6K
|
-103
|
-81%
|
|
|
19
|
XTX Topco
George Town,
Cayman Islands
|
$5.74K
|
+$11.5K
|
+23
|
New
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.58K
|
+$5.01K
|
+10
|
New
|
|
|
21
|
Allred Capital Management
Dallas,
Texas
|
$2.3K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$1.58K
|
+$3K
|
+6
|
New
|
|
|
23
|
SOA Wealth Advisors
New York
|
$602
|
+$1K
|
+2
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$52
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$20
|
–
|
–
|
–
|
|
