|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$395M
|
-$5.5M
|
-127,351
|
-1%
|
|
|
2
|
|
$7.32M
|
+$977K
|
+22,627
|
+15%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$3.43M
|
+$1.3M
|
+30,008
|
+61%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$1.45M
|
+$1.45M
|
+33,513
|
New
|
|
|
5
|
Ballentine Partners
Waltham,
Massachusetts
|
$916K
|
+$915K
|
+21,191
|
New
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$467K
|
+$234K
|
+5,425
|
+100%
|
|
|
7
|
|
$433K
|
+$432K
|
+10,013
|
New
|
|
|
8
|
Insight Wealth Partners
Plano,
Texas
|
$431K
|
+$189K
|
+4,369
|
+78%
|
|
|
9
|
Choreo LLC
Rockford,
Illinois
|
$334K
|
–
|
–
|
–
|
|
|
10
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$255K
|
+$1.29K
|
+30
|
+0.5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$83.3K
|
+$83.2K
|
+1,927
|
New
|
|
|
12
|
Comerica Bank
Dallas,
Texas
|
$67.1K
|
+$8.2K
|
+190
|
+14%
|
|
|
13
|
Colonial Trust
Spartanburg,
South Carolina
|
$56.6K
|
–
|
–
|
–
|
|
|
14
|
Larson Financial Group
St Louis,
Missouri
|
$1.21K
|
+$1.21K
|
+28
|
New
|
|
|
15
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
–
|
-$442K
|
-10,084
|
Closed
|
|
|
16
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
–
|
-$60K
|
-1,380
|
Closed
|
|
|
17
|
|
–
|
-$61
|
-1
|
Closed
|
|
