|
1
|
Magnus Financial Group
New York
|
$125K
|
+$207K
|
+250,000
|
New
|
|
|
2
|
Geode Capital Management
Boston,
Massachusetts
|
$113K
|
–
|
–
|
–
|
|
|
3
|
Meridian Wealth Management
Lexington,
Kentucky
|
$78K
|
-$25.9K
|
-31,300
|
-17%
|
|
|
4
|
Kestra Private Wealth Services
Austin,
Texas
|
$76.7K
|
–
|
–
|
–
|
|
|
5
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$25K
|
–
|
–
|
–
|
|
|
6
|
|
$24.7K
|
+$40.9K
|
+49,387
|
New
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$23K
|
–
|
–
|
–
|
|
|
8
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$19.8K
|
–
|
–
|
–
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$17.2K
|
–
|
–
|
–
|
|
|
10
|
Blue Trust Inc
Alpharetta,
Georgia
|
$16K
|
–
|
–
|
–
|
|
|
11
|
Vanguard Group
Malvern,
Pennsylvania
|
$11.5K
|
+$662
|
+800
|
+4%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10K
|
–
|
–
|
–
|
|
|
13
|
|
$10K
|
+$16.7K
|
+20,212
|
New
|
|
|
14
|
State Street
Boston,
Massachusetts
|
$7.55K
|
–
|
–
|
–
|
|
|
15
|
Renaissance Technologies
New York
|
$7K
|
+$12.1K
|
+14,600
|
New
|
|
|
16
|
Tower Research Capital (TRC)
New York
|
$1.26K
|
+$2.09K
|
+2,525
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$133
|
+$35
|
+42
|
+19%
|
|
|
18
|
|
–
|
-$104K
|
-95,542
|
Closed
|
|
|
19
|
TFO Wealth Partners
Maumee,
Ohio
|
–
|
-$545
|
-500
|
Closed
|
|
