|
1
|
FirstPurpose Wealth
Orem,
Utah
|
$1.17M
|
–
|
–
|
–
|
|
|
2
|
Solidarity Wealth
Lehi,
Utah
|
$952K
|
+$119K
|
+40,000
|
+14%
|
|
|
3
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$666K
|
+$366K
|
+122,667
|
New
|
|
|
4
|
Concurrent Investment Advisors
Tampa,
Florida
|
$255K
|
+$59.6K
|
+20,000
|
+31%
|
|
|
5
|
Shaolin Capital Management
Miami,
Florida
|
$250K
|
+$30.4K
|
+10,204
|
+14%
|
|
|
6
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$237K
|
+$235K
|
+79,000
|
New
|
|
|
7
|
Sage Rock Capital Management
New York
|
$183K
|
–
|
–
|
–
|
|
|
8
|
Global Retirement Partners
San Rafael,
California
|
$149K
|
–
|
–
|
–
|
|
|
9
|
Fifth Lane Capital
Austin,
Texas
|
$135K
|
+$15K
|
+5,024
|
+13%
|
|
|
10
|
Renaissance Technologies
New York
|
$117K
|
-$12.8K
|
-4,300
|
-10%
|
|
|
11
|
Geode Capital Management
Boston,
Massachusetts
|
$115K
|
+$7.01K
|
+2,352
|
+7%
|
|
|
12
|
Vanguard Group
Malvern,
Pennsylvania
|
$103K
|
+$474
|
+159
|
+0.5%
|
|
|
13
|
|
$75K
|
–
|
–
|
–
|
|
|
14
|
Yakira Capital Management
Westport,
Connecticut
|
$72.3K
|
–
|
–
|
–
|
|
|
15
|
Saba Capital Management
New York
|
$62K
|
-$194K
|
-65,030
|
-76%
|
|
|
16
|
|
$35.4K
|
+$35.1K
|
+11,785
|
New
|
|
|
17
|
Mint Tower Capital Management
Amsterdam,
Netherlands
|
$19K
|
–
|
–
|
–
|
|
|
18
|
|
$9.74K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$105
|
+$3
|
+1
|
+3%
|
|
|
20
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$75
|
–
|
–
|
–
|
|
|
21
|
|
–
|
-$191K
|
-60,000
|
Closed
|
|
|
22
|
Yaupon Capital Management
New York
|
–
|
-$33K
|
-10,320
|
Closed
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
–
|
-$2.85K
|
-890
|
Closed
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$2.43K
|
-759
|
Closed
|
|
