|
1
|
|
$25.3M
|
–
|
–
|
–
|
|
|
2
|
Slow Capital
Greenbrae,
California
|
$10.7M
|
+$7.98M
|
+144,948
|
+300%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$5.99M
|
+$409K
|
+7,424
|
+7%
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.84M
|
+$258K
|
+4,687
|
+7%
|
|
|
5
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$3.41M
|
-$1.01M
|
-18,369
|
-23%
|
|
|
6
|
|
$2.32M
|
+$1.37M
|
+24,949
|
+147%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.78M
|
-$602K
|
-10,928
|
-25%
|
|
|
8
|
CGN Advisors
Manhattan,
Kansas
|
$1.78M
|
+$203K
|
+3,685
|
+13%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$1.74M
|
-$24.9K
|
-452
|
-1%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$1.44M
|
+$256K
|
+4,648
|
+22%
|
|
|
11
|
Collective Family Office
York,
Pennsylvania
|
$1.24M
|
-$426K
|
-7,728
|
-26%
|
|
|
12
|
McMillion Capital Management
Greensboro,
North Carolina
|
$809K
|
-$151K
|
-2,740
|
-16%
|
|
|
13
|
Holderness Investments Company
Greensboro,
North Carolina
|
$532K
|
+$33K
|
+600
|
+7%
|
|
|
14
|
RiverFront Investment Group
Richmond,
Virginia
|
$432K
|
+$430K
|
+7,812
|
New
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$236K
|
+$16.6K
|
+301
|
+8%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$184K
|
+$135K
|
+2,449
|
+277%
|
|
|
17
|
FAS Wealth Partners
Leawood,
Kansas
|
$132K
|
-$22.1K
|
-402
|
-14%
|
|
|
18
|
Central Trust Company
Jefferson City,
Missouri
|
$121K
|
-$66.1K
|
-1,200
|
-35%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$101K
|
+$56.1K
|
+1,018
|
+124%
|
|
|
20
|
West Oak Capital
Westlake Village,
California
|
$72K
|
–
|
–
|
–
|
|
|
21
|
Rockefeller Capital Management
New York
|
$55K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46K
|
+$38.5K
|
+700
|
+519%
|
|
|
23
|
Graypoint LLC
Albany,
New York
|
–
|
-$203K
|
-3,720
|
Closed
|
|
|
24
|
CX Institutional
Auburn,
Indiana
|
–
|
-$151K
|
-2,761
|
Closed
|
|
|
25
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$3K
|
-46
|
Closed
|
|
