|
1
|
Bridgewater Advisors
New York
|
$1.3M
|
–
|
–
|
–
|
|
|
2
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.17M
|
+$3.65K
|
+149
|
+0.3%
|
|
|
3
|
Equitable Holdings
New York
|
$1.07M
|
–
|
–
|
–
|
|
|
4
|
|
$697K
|
-$33.7K
|
-1,377
|
-5%
|
|
|
5
|
|
$246K
|
-$2.32M
|
-94,895
|
-90%
|
|
|
6
|
Vontobel Holding
Zurich,
Switzerland
|
$229K
|
–
|
–
|
–
|
|
|
7
|
Sunbelt Securities
Houston,
Texas
|
$153K
|
+$154K
|
+6,280
|
New
|
|
|
8
|
RhumbLine Advisers
Boston,
Massachusetts
|
$39.8K
|
–
|
–
|
–
|
|
|
9
|
The Family Firm
Bethesda,
Maryland
|
$35.7K
|
+$35.7K
|
+1,460
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$13.4K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.46K
|
+$4.94K
|
+202
|
+109%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$8.92K
|
–
|
–
|
–
|
|
|
13
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$7.04K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
+$2.62K
|
+107
|
New
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.22K
|
–
|
–
|
–
|
|
|
16
|
MTM Investment Management
Spartanburg,
South Carolina
|
$1.66K
|
–
|
–
|
–
|
|
|
17
|
Venturi Wealth Management
Austin,
Texas
|
$1.2K
|
–
|
–
|
–
|
|
|
18
|
Farther Finance Advisors
San Francisco,
California
|
$33
|
–
|
–
|
–
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$985K
|
-41,933
|
Closed
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$786K
|
-33,442
|
Closed
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$583K
|
-24,718
|
Closed
|
|
|
22
|
Atlas Capital Advisors
Jackson,
Wyoming
|
–
|
-$117
|
-5
|
Closed
|
|
