|
1
|
Atlas Merchant Capital
New York
|
$722K
|
–
|
–
|
–
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$513K
|
–
|
–
|
–
|
|
|
3
|
Weiss Asset Management
Boston,
Massachusetts
|
$504K
|
-$12.7K
|
-8,686
|
-2%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$276K
|
+$170K
|
+115,685
|
+119%
|
|
|
5
|
Arcus Capital Partners
Atlanta,
Georgia
|
$244K
|
+$275K
|
+187,573
|
New
|
|
|
6
|
DSG Capital Advisors
Edina,
Minnesota
|
$213K
|
–
|
–
|
–
|
|
|
7
|
Geode Capital Management
Boston,
Massachusetts
|
$123K
|
+$9.55K
|
+6,511
|
+7%
|
|
|
8
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$101K
|
+$50.9K
|
+34,705
|
+80%
|
|
|
9
|
|
$67K
|
+$14.7K
|
+10,000
|
+24%
|
|
|
10
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$54.1K
|
–
|
–
|
–
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$49.6K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$34.5K
|
+$25.3K
|
+17,272
|
+186%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$31K
|
–
|
–
|
–
|
|
|
14
|
|
$20.2K
|
-$413
|
-282
|
-2%
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$18.3K
|
–
|
–
|
–
|
|
|
16
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$13.6K
|
–
|
–
|
–
|
|
|
17
|
Tower Research Capital (TRC)
New York
|
$4.64K
|
-$1K
|
-682
|
-16%
|
|
|
18
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$3.25K
|
–
|
–
|
–
|
|
|
19
|
American Capital Advisory
Ketchum,
Idaho
|
$2.6K
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$2.52K
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$86
|
+$9
|
+6
|
+10%
|
|
|
22
|
|
$25
|
-$3
|
-2
|
-10%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$41.6K
|
-28,314
|
Closed
|
|
|
24
|
SBI Securities
Tokyo,
Japan
|
–
|
-$14
|
-10
|
Closed
|
|
