|
1
|
|
$25.2M
|
-$1.09M
|
-20,000
|
-4%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$5.61M
|
+$315K
|
+5,762
|
+6%
|
|
|
3
|
|
$5.49M
|
+$5.44M
|
+99,639
|
New
|
|
|
4
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$3.71M
|
+$41K
|
+751
|
+1%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.62M
|
+$3.59M
|
+65,764
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.4M
|
+$226K
|
+4,142
|
+10%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$1.85M
|
+$468K
|
+8,566
|
+34%
|
|
|
8
|
Collective Family Office
York,
Pennsylvania
|
$1.64M
|
+$1.62M
|
+29,707
|
New
|
|
|
9
|
CGN Advisors
Manhattan,
Kansas
|
$1.48M
|
+$1.46M
|
+26,794
|
New
|
|
|
10
|
Slow Capital
Greenbrae,
California
|
$1.28M
|
+$240K
|
+4,394
|
+23%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$1.08M
|
+$59.6K
|
+1,091
|
+6%
|
|
|
12
|
McMillion Capital Management
Greensboro,
North Carolina
|
$1.03M
|
–
|
–
|
–
|
|
|
13
|
Graypoint LLC
Albany,
New York
|
$705K
|
+$700K
|
+12,812
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$567K
|
-$916K
|
-16,767
|
-62%
|
|
|
15
|
Financial Strategies Group
Okemos,
Michigan
|
$282K
|
+$280K
|
+5,125
|
New
|
|
|
16
|
Davenport & Co
Richmond,
Virginia
|
$275K
|
–
|
–
|
–
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$212K
|
+$211K
|
+3,858
|
New
|
|
|
18
|
Central Trust Company
Jefferson City,
Missouri
|
$120K
|
+$273
|
+5
|
+0.2%
|
|
|
19
|
FAS Wealth Partners
Leawood,
Kansas
|
$93K
|
+$36.6K
|
+670
|
+66%
|
|
|
20
|
West Oak Capital
Westlake Village,
California
|
$72K
|
–
|
–
|
–
|
|
|
21
|
Rockefeller Capital Management
New York
|
$55K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$40K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
+$7.37K
|
+135
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.35M
|
-24,856
|
Closed
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
–
|
+$55
|
+1
|
New
|
|
