|
1
|
|
$1.71M
|
+$139K
|
+40,000
|
+9%
|
|
|
2
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$323K
|
-$77.4K
|
-22,222
|
-19%
|
|
|
3
|
Curated Wealth Partners
El Segundo,
California
|
$114K
|
–
|
–
|
–
|
|
|
4
|
Red Door Wealth Management
Memphis,
Tennessee
|
$41.1K
|
+$20.9K
|
+6,000
|
+100%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$34.3K
|
–
|
–
|
–
|
|
|
6
|
Renaissance Technologies
New York
|
$31K
|
+$31.5K
|
+9,043
|
New
|
|
|
7
|
Geode Capital Management
Boston,
Massachusetts
|
$22.4K
|
–
|
–
|
–
|
|
|
8
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
9
|
Phoenix Financial
Givatayim,
Israel
|
$15.6K
|
–
|
–
|
–
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$13.7K
|
–
|
–
|
–
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.7K
|
–
|
–
|
–
|
|
|
12
|
|
$8.63K
|
–
|
–
|
–
|
|
|
13
|
|
$2.06K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.85K
|
+$1.74K
|
+500
|
+1,250%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
-$38
|
-11
|
-6%
|
|
|
16
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$93
|
+$87
|
+25
|
+1,250%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$39K
|
-9,522
|
Closed
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
–
|
-$2.51K
|
-633
|
Closed
|
|
