|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$364M
|
+$6.75M
|
+158,659
|
+2%
|
|
|
2
|
|
$8.94M
|
+$2.85M
|
+66,924
|
+45%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$2.45M
|
+$1.11M
|
+26,205
|
+80%
|
|
|
4
|
AWM Capital
Phoenix,
Arizona
|
$1.48M
|
+$1.51M
|
+35,405
|
New
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.36M
|
+$1.34M
|
+31,468
|
New
|
|
|
6
|
WorthPointe
La Jolla,
California
|
$923K
|
+$942K
|
+22,150
|
New
|
|
|
7
|
Choreo LLC
Rockford,
Illinois
|
$323K
|
-$6.59K
|
-155
|
-2%
|
|
|
8
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$230K
|
+$235K
|
+5,522
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$154K
|
+$157K
|
+3,700
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$56.6K
|
+$57.8K
|
+1,358
|
+135,800%
|
|
|
11
|
Colonial Trust
Spartanburg,
South Carolina
|
$54.5K
|
–
|
–
|
–
|
|
|
12
|
Comerica Bank
Dallas,
Texas
|
$53.4K
|
+$54.5K
|
+1,281
|
New
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$3.54K
|
+$3.62K
|
+85
|
New
|
|
|
14
|
Members Trust
Tampa,
Florida
|
–
|
-$304K
|
-7,066
|
Closed
|
|
|
15
|
Vident Investment Advisory
Alpharetta,
Georgia
|
–
|
-$279K
|
-6,468
|
Closed
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$220K
|
-5,101
|
Closed
|
|
