|
1
|
Wells Fargo
San Francisco,
California
|
$1.38M
|
-$3.18K
|
-218
|
-0.2%
|
|
|
2
|
Significant Wealth Partners
Cary,
Illinois
|
$549K
|
+$614K
|
+42,099
|
New
|
|
|
3
|
McGowan Group Asset Management
Dallas,
Texas
|
$433K
|
+$1.47K
|
+101
|
+0.3%
|
|
|
4
|
|
$272K
|
+$137K
|
+9,400
|
+84%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$230K
|
+$40.5K
|
+2,776
|
+19%
|
|
|
6
|
Mraz Amerine & Associates
Modesto,
California
|
$153K
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$42.5K
|
+$350
|
+24
|
+0.8%
|
|
|
8
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$26K
|
–
|
–
|
–
|
|
|
9
|
|
$17.2K
|
–
|
–
|
–
|
|
|
10
|
Chilton Capital Management
Houston,
Texas
|
$4.32K
|
–
|
–
|
–
|
|
|
11
|
Macroview Investment Management
Bethesda,
Maryland
|
$3.43K
|
–
|
–
|
–
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$1.32K
|
–
|
–
|
–
|
|
|
13
|
Creekmur Asset Management
Morton,
Illinois
|
$1.32K
|
+$1.46K
|
+100
|
New
|
|
|
14
|
Main Street Group
Glen Allen,
Virginia
|
$1.32K
|
+$1.46K
|
+100
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$160K
|
-10,552
|
Closed
|
|
|
16
|
Acadian Asset Management
Boston,
Massachusetts
|
–
|
-$31K
|
-2,079
|
Closed
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$1.52K
|
-100
|
Closed
|
|
