|
1
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$4.19M
|
+$4.34M
|
+205,830
|
New
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$2.64M
|
+$2.74M
|
+130,000
|
New
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.5M
|
–
|
–
|
–
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$852K
|
–
|
–
|
–
|
|
|
5
|
|
$755K
|
-$1.26M
|
-59,939
|
-62%
|
|
|
6
|
SOL Capital Management
Rockville,
Maryland
|
$719K
|
+$16.1K
|
+762
|
+2%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$449K
|
-$2.77M
|
-131,097
|
-86%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$366K
|
-$10.1K
|
-477
|
-3%
|
|
|
9
|
Vivaldi Capital Management
Chicago,
Illinois
|
$207K
|
–
|
–
|
–
|
|
|
10
|
Orion Capital Management
Coronado,
California
|
$55.8K
|
+$57.8K
|
+2,741
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$9.66K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.6K
|
+$2.7K
|
+128
|
New
|
|
|
13
|
V Wealth Advisors
Overland Park,
Kansas
|
–
|
-$695K
|
-33,063
|
Closed
|
|
|
14
|
KCS Wealth Advisory
Los Angeles,
California
|
–
|
-$288K
|
-13,711
|
Closed
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$179K
|
-8,132
|
Closed
|
|
