|
1
|
Wealthspire Advisors (New York)
New York
|
$2.63M
|
+$3.02M
|
+512,826
|
+1,717%
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.43M
|
+$3.71K
|
+630
|
+0.2%
|
|
|
3
|
Scoggin Management
New York
|
$1.21M
|
+$438K
|
+74,388
|
+43%
|
|
|
4
|
Leo Wealth LLC
Hurst,
Texas
|
$841K
|
–
|
–
|
–
|
|
|
5
|
Simon Quick Advisors
Morristown,
New Jersey
|
$841K
|
–
|
–
|
–
|
|
|
6
|
Geode Capital Management
Boston,
Massachusetts
|
$505K
|
+$28.4K
|
+4,823
|
+5%
|
|
|
7
|
|
$112K
|
-$51.2K
|
-8,696
|
-27%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$107K
|
–
|
–
|
–
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$98.7K
|
–
|
–
|
–
|
|
|
10
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$98.5K
|
–
|
–
|
–
|
|
|
11
|
Comerica Bank
Dallas,
Texas
|
$92.8K
|
+$11.8K
|
+2,000
|
+12%
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
$86.6K
|
+$28.4K
|
+4,828
|
+37%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$73.1K
|
-$2.54K
|
-431
|
-3%
|
|
|
14
|
Rathbones Group
Liverpool,
United Kingdom
|
$63.2K
|
–
|
–
|
–
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$61.3K
|
-$2.36K
|
-400
|
-3%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.7K
|
+$11.8K
|
+2,000
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$2.91K
|
–
|
–
|
–
|
|
|
18
|
|
$2.14K
|
-$12.7K
|
-2,159
|
-83%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$1.92K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
-$2.12K
|
-359
|
-73%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$378
|
+$29
|
+5
|
+7%
|
|
|
22
|
|
$92
|
-$12
|
-2
|
-10%
|
|
|
23
|
SBI Securities
Tokyo,
Japan
|
$58
|
–
|
–
|
–
|
|
|
24
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$17
|
+$18
|
+3
|
New
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
–
|
-$5.35K
|
-888
|
Closed
|
|
