|
1
|
Oriental Harbor Investment Fund
Hong Kong
|
$145M
|
-$6.33M
|
-242,066
|
-5%
|
|
|
2
|
|
$58.3M
|
+$52.3M
|
+2,000,000
|
New
|
|
|
3
|
Larson Financial Group
St Louis,
Missouri
|
$15.5M
|
+$13.9M
|
+530,815
|
New
|
|
|
4
|
Harper Investing
Santa Clara,
California
|
$2.86M
|
–
|
–
|
–
|
|
|
5
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$2.53M
|
-$104K
|
-3,960
|
-4%
|
|
|
6
|
Centric Wealth Management
Chicago,
Illinois
|
$2.29M
|
-$3.92M
|
-150,000
|
-68%
|
|
|
7
|
Barclays
London,
United Kingdom
|
$863K
|
+$646K
|
+24,700
|
+504%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$685K
|
+$615K
|
+23,501
|
New
|
|
|
9
|
Wallace Advisory Group
Lafayette,
California
|
$558K
|
+$586K
|
+22,411
|
New
|
|
|
10
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$487K
|
+$40.5K
|
+1,550
|
+10%
|
|
|
11
|
|
$443K
|
-$553K
|
-21,152
|
-58%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$374K
|
+$336K
|
+12,834
|
New
|
|
|
13
|
|
$344K
|
-$3.57M
|
-136,426
|
-92%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$315K
|
+$283K
|
+10,807
|
New
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$292K
|
+$262K
|
+10,000
|
New
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$70.7K
|
+$63.4K
|
+2,425
|
New
|
|
|
17
|
SignatureFD
Atlanta,
Georgia
|
$40.8K
|
+$36.6K
|
+1,400
|
New
|
|
|
18
|
Farther Finance Advisors
San Francisco,
California
|
$5.45K
|
+$2.2K
|
+84
|
+82%
|
|
|
19
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.23K
|
+$785
|
+30
|
+26%
|
|
|
20
|
Gordian Capital (Singapore)
Singapore
|
$1.17K
|
-$392K
|
-15,000
|
-100%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$6.25M
|
-250,996
|
Closed
|
|
|
22
|
Jump Financial
Chicago,
Illinois
|
–
|
-$4.76M
|
-191,062
|
Closed
|
|
|
23
|
IMC Chicago
Chicago,
Illinois
|
–
|
-$901K
|
-36,209
|
Closed
|
|
|
24
|
|
–
|
-$477K
|
-19,179
|
Closed
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$321K
|
-12,900
|
Closed
|
|
