|
1
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$4.61M
|
+$215K
|
+10,437
|
+5%
|
|
|
2
|
Centric Wealth Management
Chicago,
Illinois
|
$4.05M
|
+$4.09M
|
+198,742
|
New
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.92M
|
+$1.26M
|
+61,026
|
+50%
|
|
|
4
|
|
$2.54M
|
+$1.69M
|
+81,953
|
+221%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$2.34M
|
+$1.89M
|
+91,861
|
+511%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$2.08M
|
+$1.55M
|
+75,447
|
+342%
|
|
|
7
|
Franklin Resources
San Mateo,
California
|
$1.17M
|
-$1.54M
|
-75,000
|
-58%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$892K
|
-$1.79K
|
-87
|
-0.2%
|
|
|
9
|
|
$870K
|
+$840K
|
+40,767
|
New
|
|
|
10
|
SOL Capital Management
Rockville,
Maryland
|
$743K
|
-$11.1K
|
-540
|
-2%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$438K
|
+$423K
|
+20,538
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$250K
|
+$241K
|
+11,721
|
New
|
|
|
13
|
Vivaldi Capital Management
Chicago,
Illinois
|
$210K
|
–
|
–
|
–
|
|
|
14
|
Orion Capital Management
Coronado,
California
|
$58.5K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$44.2K
|
+$40K
|
+1,944
|
+1,519%
|
|
|
16
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$17.3K
|
+$16.7K
|
+809
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$10.1K
|
–
|
–
|
–
|
|
|
18
|
|
$24
|
+$21
|
+1
|
New
|
|
