|
1
|
Logan Stone Capital
Chicago,
Illinois
|
$2.37M
|
+$818K
|
+57,712
|
+55%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$2.36M
|
+$63.4K
|
+4,472
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.15M
|
-$210K
|
-14,841
|
-9%
|
|
|
4
|
|
$1.85M
|
+$125K
|
+8,836
|
+7%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.4M
|
-$53.5K
|
-3,773
|
-4%
|
|
|
6
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$949K
|
-$1.4M
|
-98,557
|
-60%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$666K
|
+$412K
|
+29,076
|
+177%
|
|
|
8
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$615K
|
+$596K
|
+42,067
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$494K
|
+$478K
|
+33,760
|
New
|
|
|
10
|
Concurrent Investment Advisors
Tampa,
Florida
|
$489K
|
+$97.4K
|
+6,875
|
+26%
|
|
|
11
|
Prospera Financial Services
Dallas,
Texas
|
$483K
|
-$9.25K
|
-653
|
-2%
|
|
|
12
|
Cypress Wealth Services
Palm Desert,
California
|
$475K
|
–
|
–
|
–
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$421K
|
+$183K
|
+12,938
|
+81%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$382K
|
-$14.2K
|
-1,000
|
-4%
|
|
|
15
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$359K
|
–
|
–
|
–
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
$308K
|
+$299K
|
+21,069
|
New
|
|
|
17
|
River Street Advisors
Aurora,
Illinois
|
$301K
|
–
|
–
|
–
|
|
|
18
|
Rockefeller Capital Management
New York
|
$299K
|
+$289K
|
+20,425
|
New
|
|
|
19
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$253K
|
+$245K
|
+17,301
|
New
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$226K
|
-$92.5K
|
-6,528
|
-30%
|
|
|
21
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$212K
|
+$205K
|
+14,500
|
New
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$185K
|
+$180K
|
+12,669
|
New
|
|
|
23
|
XML Financial
Bethesda,
Maryland
|
$154K
|
-$42.5K
|
-3,000
|
-22%
|
|
|
24
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$149K
|
–
|
–
|
–
|
|
|
25
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$21.9K
|
–
|
–
|
–
|
|
