|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$364M
|
+$11.3M
|
+267,870
|
+3%
|
|
|
2
|
WorthPointe
La Jolla,
California
|
$2.19M
|
+$1.15M
|
+27,179
|
+123%
|
|
|
3
|
|
$1.99M
|
-$7.17M
|
-169,434
|
-79%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$880K
|
-$1.65M
|
-38,913
|
-66%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$851K
|
+$813K
|
+19,203
|
New
|
|
|
6
|
Choreo LLC
Rockford,
Illinois
|
$343K
|
–
|
–
|
–
|
|
|
7
|
Holistic Planning
Nacogdoches,
Texas
|
$318K
|
+$304K
|
+7,177
|
New
|
|
|
8
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$257K
|
+$11.9K
|
+282
|
+5%
|
|
|
9
|
Comerica Bank
Dallas,
Texas
|
$60.8K
|
+$3.9K
|
+92
|
+7%
|
|
|
10
|
Colonial Trust
Spartanburg,
South Carolina
|
$57.9K
|
–
|
–
|
–
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.35K
|
+$2.24K
|
+53
|
New
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$89
|
-$3.51K
|
-83
|
-98%
|
|
|
13
|
AWM Capital
Phoenix,
Arizona
|
–
|
-$1.48M
|
-35,405
|
Closed
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$1.36M
|
-31,468
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$154K
|
-3,700
|
Closed
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
–
|
-$56.6K
|
-1,359
|
Closed
|
|
