|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.04M
|
–
|
–
|
–
|
|
|
2
|
ETF Managers Group
Summit,
New Jersey
|
$190K
|
+$231K
|
+66,326
|
New
|
|
|
3
|
|
$168K
|
-$2.69K
|
-771
|
-1%
|
|
|
4
|
ProVise Management Group
Clearwater,
Florida
|
$101K
|
+$122K
|
+35,070
|
New
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$76.4K
|
+$22.2K
|
+6,364
|
+31%
|
|
|
6
|
|
$69.2K
|
-$77
|
-22
|
-0.1%
|
|
|
7
|
|
$53.4K
|
–
|
–
|
–
|
|
|
8
|
Circle Wealth Management
Summit,
New Jersey
|
$41.6K
|
+$50.6K
|
+14,500
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$31K
|
–
|
–
|
–
|
|
|
10
|
Financial Guidance Group
Palm Harbor,
Florida
|
$29.4K
|
–
|
–
|
–
|
|
|
11
|
Opal Wealth Advisors
Jericho,
New York
|
$28.7K
|
–
|
–
|
–
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$17.4K
|
+$21.1K
|
+6,050
|
New
|
|
|
13
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$16K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
+$1.74K
|
+500
|
+50%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$3.71K
|
-$886
|
-254
|
-16%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$2.24K
|
+$2.69K
|
+770
|
+7,700%
|
|
|
17
|
Summit Trail Advisors
New York
|
–
|
-$32.7K
|
-10,270
|
Closed
|
|
|
18
|
Phoenix Financial
Givatayim,
Israel
|
–
|
-$33
|
-10,141
|
Closed
|
|
