|
1
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$4.97M
|
+$256K
|
+12,154
|
+6%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$4.46M
|
+$2M
|
+94,888
|
+86%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.49M
|
-$491K
|
-23,336
|
-13%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$2.52M
|
+$384K
|
+18,247
|
+19%
|
|
|
5
|
|
$2.16M
|
-$420K
|
-19,964
|
-17%
|
|
|
6
|
Franklin Resources
San Mateo,
California
|
$1.2M
|
–
|
–
|
–
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$910K
|
–
|
–
|
–
|
|
|
8
|
|
$859K
|
-$27.3K
|
-1,300
|
-3%
|
|
|
9
|
SOL Capital Management
Rockville,
Maryland
|
$540K
|
-$210K
|
-10,006
|
-29%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$254K
|
-$1.14K
|
-54
|
-0.5%
|
|
|
11
|
Vivaldi Capital Management
Chicago,
Illinois
|
$231K
|
–
|
–
|
–
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$216K
|
-$223K
|
-10,600
|
-52%
|
|
|
13
|
Orion Capital Management
Coronado,
California
|
$59.6K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$11.4K
|
+$989
|
+47
|
+10%
|
|
|
15
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$3.13K
|
-$14K
|
-665
|
-82%
|
|
|
16
|
|
$39
|
–
|
–
|
–
|
|
|
17
|
Centric Wealth Management
Chicago,
Illinois
|
–
|
-$4.05M
|
-198,742
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$44.2K
|
-2,072
|
Closed
|
|
