|
1
|
Cypress Point Wealth Management
Dallas,
Texas
|
$227K
|
–
|
–
|
–
|
|
|
2
|
Naviter Wealth
Little Rock,
Arkansas
|
$189K
|
–
|
–
|
–
|
|
|
3
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$175K
|
+$34.5K
|
+50
|
+35%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$120K
|
–
|
–
|
–
|
|
|
5
|
Vanguard Group
Malvern,
Pennsylvania
|
$62.6K
|
–
|
–
|
–
|
|
|
6
|
Geode Capital Management
Boston,
Massachusetts
|
$53.8K
|
–
|
–
|
–
|
|
|
7
|
|
$37.5K
|
–
|
–
|
–
|
|
|
8
|
Avidian Wealth Enterprises
Houston,
Texas
|
$35.5K
|
+$26.9K
|
+39
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$24.1K
|
+$18.6K
|
+27
|
New
|
|
|
10
|
Renaissance Technologies
New York
|
$24K
|
+$18.6K
|
+27
|
New
|
|
|
11
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$20.5K
|
–
|
–
|
–
|
|
|
12
|
Tower Research Capital (TRC)
New York
|
$9.8K
|
-$690
|
-1
|
-8%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.78K
|
+$1.38K
|
+2
|
New
|
|
|
14
|
NBC Securities
Birmingham,
Alabama
|
$1K
|
–
|
–
|
–
|
|
|
15
|
Montag & Associates
Atlanta,
Georgia
|
$339
|
–
|
–
|
–
|
|
|
16
|
|
$120
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$67
|
–
|
–
|
–
|
|
|
18
|
Group One Trading
Chicago,
Illinois
|
$45
|
–
|
–
|
–
|
|
|
19
|
|
$36
|
–
|
–
|
–
|
|
|
20
|
|
$33
|
–
|
–
|
–
|
|
|
21
|
Aspire Private Capital
Cornelius,
North Carolina
|
$24
|
–
|
–
|
–
|
|
|
22
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$10
|
–
|
–
|
–
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$2
|
–
|
–
|
|
|
24
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
–
|
-$27
|
–
|
–
|
|
