|
1
|
|
$25M
|
–
|
–
|
–
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$5.51M
|
-$53.3K
|
-970
|
-1%
|
|
|
3
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$4.36M
|
+$689K
|
+12,541
|
+19%
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.53M
|
-$52.3K
|
-952
|
-1%
|
|
|
5
|
Slow Capital
Greenbrae,
California
|
$2.63M
|
+$1.37M
|
+24,945
|
+107%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.35M
|
-$25.4K
|
-462
|
-1%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$1.74M
|
-$92K
|
-1,675
|
-5%
|
|
|
8
|
Collective Family Office
York,
Pennsylvania
|
$1.64M
|
+$22.9K
|
+417
|
+1%
|
|
|
9
|
CGN Advisors
Manhattan,
Kansas
|
$1.55M
|
+$93.3K
|
+1,699
|
+6%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$1.17M
|
+$104K
|
+1,886
|
+10%
|
|
|
11
|
McMillion Capital Management
Greensboro,
North Carolina
|
$948K
|
-$74.8K
|
-1,363
|
-7%
|
|
|
12
|
|
$925K
|
-$4.54M
|
-82,668
|
-83%
|
|
|
13
|
Holderness Investments Company
Greensboro,
North Carolina
|
$492K
|
+$496K
|
+9,032
|
New
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$217K
|
+$6.48K
|
+118
|
+3%
|
|
|
15
|
Graypoint LLC
Albany,
New York
|
$203K
|
-$499K
|
-9,092
|
-71%
|
|
|
16
|
Central Trust Company
Jefferson City,
Missouri
|
$185K
|
+$65.9K
|
+1,200
|
+55%
|
|
|
17
|
FAS Wealth Partners
Leawood,
Kansas
|
$152K
|
+$60.9K
|
+1,109
|
+66%
|
|
|
18
|
CX Institutional
Auburn,
Indiana
|
$151K
|
+$152K
|
+2,761
|
New
|
|
|
19
|
West Oak Capital
Westlake Village,
California
|
$71K
|
–
|
–
|
–
|
|
|
20
|
Rockefeller Capital Management
New York
|
$54K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$48K
|
+$48.6K
|
+885
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$45K
|
+$4.94K
|
+90
|
+12%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
–
|
–
|
–
|
|
|
24
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$3K
|
+$2.53K
|
+46
|
New
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$567K
|
-10,300
|
Closed
|
|
