|
1
|
Sonic Fund II
Honolulu,
Hawaii
|
$1.94M
|
–
|
–
|
–
|
|
|
2
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.94M
|
+$1.93M
|
+78,585
|
New
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.72M
|
–
|
–
|
–
|
|
|
4
|
Geode Capital Management
Boston,
Massachusetts
|
$405K
|
–
|
–
|
–
|
|
|
5
|
|
$235K
|
-$256K
|
-10,406
|
-41%
|
|
|
6
|
Wealthspire Advisors (New York)
New York
|
$205K
|
–
|
–
|
–
|
|
|
7
|
Rathbones Group
Liverpool,
United Kingdom
|
$202K
|
–
|
–
|
–
|
|
|
8
|
|
$177K
|
+$163K
|
+6,623
|
+139%
|
|
|
9
|
Compass Advisory Group
Melville,
New York
|
$129K
|
–
|
–
|
–
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$103K
|
–
|
–
|
–
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$71K
|
+$113K
|
+4,593
|
New
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
$60K
|
-$5.07K
|
-206
|
-5%
|
|
|
13
|
TrinityPoint Wealth
Milford,
Connecticut
|
$59K
|
–
|
–
|
–
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$56K
|
–
|
–
|
–
|
|
|
15
|
|
$49K
|
-$25.2K
|
-1,023
|
-25%
|
|
|
16
|
Bank of New York Mellon
New York
|
$31K
|
+$49.1K
|
+1,997
|
New
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$23K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$7K
|
-$152K
|
-6,199
|
-93%
|
|
|
19
|
|
$5K
|
+$8.44K
|
+343
|
New
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$3K
|
-$19.7K
|
-799
|
-80%
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$172
|
+7
|
+14%
|
|
|
23
|
Leo Brokerage
Hurst,
Texas
|
–
|
-$2.46M
|
-78,585
|
Closed
|
|
|
24
|
Millennium Management
New York
|
–
|
-$363K
|
-11,587
|
Closed
|
|
|
25
|
ETF Managers Group
Summit,
New Jersey
|
–
|
-$337K
|
-10,478
|
Closed
|
|
