|
1
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.23M
|
–
|
–
|
–
|
|
|
2
|
Leo Wealth LLC
Hurst,
Texas
|
$1.23M
|
+$1.02M
|
+130,218
|
New
|
|
|
3
|
Sonic GP LLC
Honolulu,
Hawaii
|
$1.18M
|
–
|
–
|
–
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.17M
|
+$94.9K
|
+12,058
|
+11%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$455K
|
+$11.7K
|
+1,487
|
+3%
|
|
|
6
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$384K
|
+$160K
|
+20,305
|
+100%
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$283K
|
+$131K
|
+16,667
|
+126%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$190K
|
–
|
–
|
–
|
|
|
9
|
Renaissance Technologies
New York
|
$186K
|
+$154K
|
+19,628
|
New
|
|
|
10
|
Rathbones Group
Liverpool,
United Kingdom
|
$123K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$54.4K
|
+$21.5K
|
+2,737
|
+91%
|
|
|
12
|
|
$47.9K
|
–
|
–
|
–
|
|
|
13
|
Tower Research Capital (TRC)
New York
|
$15.1K
|
+$252
|
+32
|
+2%
|
|
|
14
|
|
$10.6K
|
+$984
|
+125
|
+13%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$6.14K
|
+$16
|
+2
|
+0.3%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$3.75K
|
–
|
–
|
–
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$151
|
+$126
|
+16
|
New
|
|
|
18
|
|
$123
|
+$71
|
+9
|
+225%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$38
|
+$31
|
+4
|
New
|
|
|
20
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$19
|
+$16
|
+2
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1K
|
-159
|
Closed
|
|
