|
1
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$151K
|
–
|
–
|
–
|
|
|
2
|
Geode Capital Management
Boston,
Massachusetts
|
$141K
|
+$73.4K
|
+18,058
|
+84%
|
|
|
3
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$139K
|
+$44.8K
|
+11,010
|
+40%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$66.4K
|
+$75.9K
|
+18,664
|
New
|
|
|
5
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$60.4K
|
+$69K
|
+16,975
|
New
|
|
|
6
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$35.2K
|
-$4.98K
|
-1,224
|
-11%
|
|
|
7
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$27.5K
|
+$31.4K
|
+7,735
|
New
|
|
|
8
|
|
$12.8K
|
–
|
–
|
–
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.51K
|
+$2.43K
|
+598
|
+50%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.75K
|
+$1.95K
|
+479
|
New
|
|
|
11
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$1.73K
|
–
|
–
|
–
|
|
|
12
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$463
|
–
|
–
|
–
|
|
|
13
|
|
–
|
-$93.1K
|
-22,884
|
Closed
|
|
|
14
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
–
|
-$8.72K
|
-2,144
|
Closed
|
|
|
15
|
Tower Research Capital (TRC)
New York
|
–
|
-$1.84K
|
-453
|
Closed
|
|
|
16
|
AssetMark Inc
Concord,
California
|
–
|
-$769
|
-189
|
Closed
|
|
|
17
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$529
|
-130
|
Closed
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$69
|
-17
|
Closed
|
|
