|
1
|
Atlas Merchant Capital
New York
|
$789K
|
–
|
–
|
–
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$561K
|
–
|
–
|
–
|
|
|
3
|
Weiss Asset Management
Boston,
Massachusetts
|
$523K
|
-$29K
|
-19,824
|
-5%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$302K
|
–
|
–
|
–
|
|
|
5
|
Arcus Capital Partners
Atlanta,
Georgia
|
$266K
|
–
|
–
|
–
|
|
|
6
|
DSG Capital Advisors
Edina,
Minnesota
|
$232K
|
–
|
–
|
–
|
|
|
7
|
Geode Capital Management
Boston,
Massachusetts
|
$134K
|
-$148
|
-101
|
-0.1%
|
|
|
8
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$111K
|
–
|
–
|
–
|
|
|
9
|
|
$72.3K
|
-$878
|
-600
|
-1%
|
|
|
10
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$54.9K
|
–
|
–
|
–
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$54.2K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$40.3K
|
+$41.5K
|
+28,401
|
New
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$33.9K
|
–
|
–
|
–
|
|
|
14
|
|
$33.5K
|
+$11.7K
|
+8,007
|
+51%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$20K
|
-$18.3K
|
-12,491
|
-47%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$19.9K
|
–
|
–
|
–
|
|
|
17
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$14.8K
|
–
|
–
|
–
|
|
|
18
|
Tower Research Capital (TRC)
New York
|
$4.6K
|
-$480
|
-328
|
-9%
|
|
|
19
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$3.55K
|
–
|
–
|
–
|
|
|
20
|
American Capital Advisory
Ketchum,
Idaho
|
$2.84K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$2.75K
|
–
|
–
|
–
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$107
|
+$15
|
+10
|
+15%
|
|
|
23
|
|
–
|
-$25
|
-19
|
Closed
|
|
