|
1
|
Paloma Partners
Greenwich,
Connecticut
|
$11.5M
|
–
|
–
|
–
|
|
|
2
|
Gagnon Securities
New York
|
$6.11M
|
-$40.5K
|
-1,260
|
-0.8%
|
|
|
3
|
Axxcess Wealth Management
Carlsbad,
California
|
$3.7M
|
-$3.15M
|
-97,910
|
-50%
|
|
|
4
|
|
$2.97M
|
–
|
–
|
–
|
|
|
5
|
Dimensional Fund Advisors
Austin,
Texas
|
$720K
|
–
|
–
|
–
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$250K
|
–
|
–
|
–
|
|
|
7
|
JBF Capital
Aspen,
Colorado
|
$228K
|
–
|
–
|
–
|
|
|
8
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$215K
|
–
|
–
|
–
|
|
|
9
|
RhumbLine Advisers
Boston,
Massachusetts
|
$119K
|
–
|
–
|
–
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$115K
|
–
|
–
|
–
|
|
|
11
|
|
$102K
|
-$643
|
-20
|
-0.7%
|
|
|
12
|
Cyrus J. Lawrence
New York
|
$75K
|
–
|
–
|
–
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$73K
|
–
|
–
|
–
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$69.7K
|
+$59.3K
|
+1,845
|
New
|
|
|
15
|
Bank of New York Mellon
New York
|
$41.7K
|
–
|
–
|
–
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$39K
|
+$33.2K
|
+1,032
|
New
|
|
|
17
|
Tillman Hartley LLC
Denver,
Colorado
|
$38.9K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.75K
|
+$129
|
+4
|
+4%
|
|
|
19
|
BNP Paribas Financial Markets
Paris,
France
|
$2.27K
|
+$1.93K
|
+60
|
New
|
|
|
20
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$945
|
–
|
–
|
–
|
|
|
21
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$552
|
+$482
|
+15
|
New
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$265
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$265
|
–
|
–
|
–
|
|
|
24
|
|
$4
|
–
|
–
|
–
|
|
|
25
|
State Street
Boston,
Massachusetts
|
–
|
-$65.2K
|
-2,230
|
Closed
|
|
