|
1
|
Moran Wealth Management
Naples,
Florida
|
$7.17M
|
+$6.8M
|
+260,842
|
New
|
|
|
2
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$5.04M
|
-$129K
|
-4,941
|
-3%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.69M
|
+$1.6M
|
+61,285
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.58M
|
+$1.24M
|
+47,362
|
+471%
|
|
|
5
|
Man Group
London,
United Kingdom
|
$1.26M
|
+$1.19M
|
+45,656
|
New
|
|
|
6
|
|
$1.17M
|
+$1.08M
|
+41,400
|
+3,628%
|
|
|
7
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.11M
|
-$85.2K
|
-3,267
|
-7%
|
|
|
8
|
Massar Capital Management
Stamford,
Connecticut
|
$1.1M
|
+$1.04M
|
+40,000
|
New
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$951K
|
+$902K
|
+34,590
|
New
|
|
|
10
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$802K
|
-$1.75K
|
-67
|
-0.2%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$790K
|
+$749K
|
+28,710
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$741K
|
+$701K
|
+26,884
|
+53,768%
|
|
|
13
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$576K
|
+$546K
|
+20,940
|
New
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$405K
|
+$384K
|
+14,727
|
New
|
|
|
15
|
Dauntless Investment Group
Etna,
New Hampshire
|
$354K
|
+$336K
|
+12,890
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$163K
|
+$154K
|
+5,911
|
New
|
|
|
17
|
FNY Investment Advisers
New York
|
$137K
|
+$130K
|
+5,001
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$16.6K
|
–
|
–
|
–
|
|
|
19
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$10K
|
–
|
–
|
–
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$4.46K
|
+$4.22K
|
+162
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
+$3.55K
|
+136
|
New
|
|
|
22
|
Copia Wealth Management
Bend,
Oregon
|
$1.21K
|
+$1.15K
|
+44
|
New
|
|
|
23
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$193
|
+$183
|
+7
|
New
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$14
|
–
|
–
|
–
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$271K
|
-11,882
|
Closed
|
|
