|
1
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$5.46M
|
+$259K
|
+11,530
|
+5%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.56M
|
-$89.9K
|
-4,007
|
-2%
|
|
|
3
|
|
$2.45M
|
+$194K
|
+8,630
|
+9%
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$1.25M
|
–
|
–
|
–
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$942K
|
-$9.05K
|
-403
|
-1%
|
|
|
6
|
|
$861K
|
-$35.9K
|
-1,600
|
-4%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$492K
|
+$260K
|
+11,562
|
+116%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$277K
|
+$11.6K
|
+515
|
+4%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$274K
|
-$2.33M
|
-103,733
|
-90%
|
|
|
10
|
SOL Capital Management
Rockville,
Maryland
|
$251K
|
-$309K
|
-13,785
|
-56%
|
|
|
11
|
Vivaldi Capital Management
Chicago,
Illinois
|
$231K
|
–
|
–
|
–
|
|
|
12
|
Orion Capital Management
Coronado,
California
|
$62.3K
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$11.9K
|
–
|
–
|
–
|
|
|
14
|
|
$54
|
+$22
|
+1
|
+100%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
–
|
-$4.46M
|
-204,739
|
Closed
|
|
|
16
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
–
|
-$3.13K
|
-144
|
Closed
|
|
