|
1
|
Naviter Wealth
Little Rock,
Arkansas
|
$387K
|
+$299K
|
+212
|
New
|
|
|
2
|
Cypress Point Wealth Management
Dallas,
Texas
|
$304K
|
+$355K
|
+252
|
New
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$197K
|
+$230K
|
+163
|
New
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$93.6K
|
-$56.4K
|
-40
|
-34%
|
|
|
5
|
|
$74.5K
|
-$36.6K
|
-26
|
-30%
|
|
|
6
|
Renaissance Technologies
New York
|
$56K
|
-$209K
|
-148
|
-76%
|
|
|
7
|
Geode Capital Management
Boston,
Massachusetts
|
$45K
|
+$5.64K
|
+4
|
+12%
|
|
|
8
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$29.6K
|
+$28.2K
|
+20
|
+400%
|
|
|
9
|
|
$4.39K
|
+$2.82K
|
+2
|
+100%
|
|
|
10
|
Credit Suisse
Zurich,
Switzerland
|
$386
|
–
|
–
|
–
|
|
|
11
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$242
|
–
|
–
|
–
|
|
|
12
|
Montag & Associates
Atlanta,
Georgia
|
$225
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$84
|
–
|
–
|
–
|
|
|
14
|
Group One Trading
Chicago,
Illinois
|
$61
|
–
|
–
|
–
|
|
|
15
|
|
$48
|
–
|
–
|
–
|
|
|
16
|
Aspire Private Capital
Cornelius,
North Carolina
|
$32
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$29
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$3
|
–
|
–
|
–
|
|
|
19
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
–
|
-$604K
|
-326
|
Closed
|
|
|
20
|
Armistice Capital
New York
|
–
|
-$274K
|
-148
|
Closed
|
|
|
21
|
Millennium Management
New York
|
–
|
-$207K
|
-112
|
Closed
|
|
|
22
|
Two Sigma Investments
New York
|
–
|
-$40K
|
-22
|
Closed
|
|
|
23
|
State Street
Boston,
Massachusetts
|
–
|
-$23K
|
-12
|
Closed
|
|
|
24
|
|
–
|
-$15.5K
|
-11
|
Closed
|
|
|
25
|
Eagle Asset Management
St Petersburg,
Florida
|
–
|
-$17K
|
-10
|
Closed
|
|
