|
1
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$4.62M
|
–
|
–
|
–
|
|
|
2
|
AWM Investment Company
New York
|
$1.99M
|
+$1.03M
|
+6,467
|
+79%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.37M
|
–
|
–
|
–
|
|
|
4
|
Mirador Capital Partners
Pleasanton,
California
|
$445K
|
-$16.5K
|
-104
|
-3%
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
6
|
|
$70.2K
|
+$2.7K
|
+17
|
+3%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$68.6K
|
–
|
–
|
–
|
|
|
8
|
IEQ Capital
Foster City,
California
|
$51.9K
|
–
|
–
|
–
|
|
|
9
|
Quantum Private Wealth
Tampa,
Florida
|
$51.3K
|
–
|
–
|
–
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$33.7K
|
–
|
–
|
–
|
|
|
11
|
Millennium Management
New York
|
$21K
|
+$25.1K
|
+158
|
New
|
|
|
12
|
Charles Schwab
San Francisco,
California
|
$20.6K
|
–
|
–
|
–
|
|
|
13
|
Morton Capital Management
Calabasas,
California
|
$17.2K
|
+$20.1K
|
+127
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$14.9K
|
+$952
|
+6
|
+6%
|
|
|
15
|
Tower Research Capital (TRC)
New York
|
$13K
|
+$8.41K
|
+53
|
+126%
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$7.21K
|
+$8.41K
|
+53
|
New
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$2.03K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$209
|
-$5.71K
|
-36
|
-95%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$76
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$28K
|
-193
|
Closed
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$17.5K
|
-122
|
Closed
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$13.8K
|
-96
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$13.5K
|
-94
|
Closed
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
–
|
-$13K
|
-91
|
Closed
|
|
|
25
|
Toth Financial Advisory
Leesburg,
Virginia
|
–
|
-$520
|
-4
|
Closed
|
|
