|
1
|
Palatine Hill Wealth Management
Birmingham,
Michigan
|
$9.67M
|
+$9.84M
|
+673,115
|
New
|
|
|
2
|
CSS LLC
Chicago,
Illinois
|
$4.23M
|
+$805K
|
+55,114
|
+23%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.57M
|
+$359K
|
+24,600
|
+16%
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.86M
|
-$3.8M
|
-260,214
|
-67%
|
|
|
5
|
Icon Advisers
Greenwood Village,
Colorado
|
$1.73M
|
+$1.76M
|
+120,282
|
New
|
|
|
6
|
Waverly Advisors
Birmingham,
Alabama
|
$1.33M
|
-$101K
|
-6,891
|
-7%
|
|
|
7
|
Cantor Fitzgerald
New York
|
$1.19M
|
-$575K
|
-39,368
|
-32%
|
|
|
8
|
TrueMark Investments
Chicago,
Illinois
|
$689K
|
+$701K
|
+47,966
|
New
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$281K
|
-$36.9K
|
-2,526
|
-11%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$227K
|
-$5.84K
|
-400
|
-2%
|
|
|
11
|
|
$214K
|
+$218K
|
+14,932
|
New
|
|
|
12
|
|
$176K
|
-$10.2K
|
-700
|
-5%
|
|
|
13
|
Equitable Holdings
New York
|
$167K
|
+$170K
|
+11,647
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$58.9K
|
-$11.7K
|
-800
|
-16%
|
|
|
15
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$14.5K
|
-$120K
|
-8,243
|
-89%
|
|
|
16
|
Highline Wealth Partners
Sherman Oaks,
California
|
$2.87K
|
+$2.92K
|
+200
|
New
|
|
|
17
|
Nomura Holdings
Tokyo,
Japan
|
–
|
-$3.68M
|
-250,000
|
Closed
|
|
|
18
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$559K
|
-37,955
|
Closed
|
|
|
19
|
Everstar Asset Management
Mooresville,
North Carolina
|
–
|
-$350K
|
-23,757
|
Closed
|
|
|
20
|
Absolute Investment Advisers
Rosemary Beach,
Florida
|
–
|
-$193K
|
-13,080
|
Closed
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$34.7K
|
-2,355
|
Closed
|
|
