Name | Holdings Value | Location | File Number |
---|---|---|---|
Cerity Partners LLC | $46B | New York, NY | 028-17754 |
Tidal Investments LLC | $12.2B | Milwaukee, WI | 028-19397 |
Capital Wealth Planning, LLC | $10.8B | Naples, FL | 028-15439 |
Penserra Capital Management LLC | $5.47B | Orinda, CA | 028-17117 |
Curi RMB Capital, LLC | $4.34B | Chicago, IL | 028-11714 |