|
1
|
Old Mission Capital
Chicago,
Illinois
|
$3.73M
|
-$334K
|
-15,507
|
-8%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.12M
|
-$98.7K
|
-4,587
|
-3%
|
|
|
3
|
|
$2.23M
|
-$249K
|
-11,575
|
-10%
|
|
|
4
|
SOL Capital Management
Rockville,
Maryland
|
$762K
|
-$21.5K
|
-1,000
|
-3%
|
|
|
5
|
V Wealth Advisors
Overland Park,
Kansas
|
$687K
|
+$267K
|
+12,387
|
+63%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$494K
|
+$498K
|
+23,123
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$395K
|
-$29.7K
|
-1,378
|
-7%
|
|
|
8
|
KCS Wealth Advisory
Los Angeles,
California
|
$285K
|
+$14.5K
|
+673
|
+5%
|
|
|
9
|
Vivaldi Capital Management
Chicago,
Illinois
|
$217K
|
–
|
–
|
–
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$70.4K
|
+$70.9K
|
+3,293
|
New
|
|
|
11
|
Orion Capital Management
Coronado,
California
|
$58.6K
|
+$59K
|
+2,741
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$10.2K
|
-$18.8K
|
-874
|
-65%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$4.28K
|
-$27.8K
|
-1,290
|
-87%
|
|
|
14
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.77K
|
-$3.87K
|
-180
|
-68%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$164
|
-8
|
Closed
|
|
