|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$416M
|
+$17.4M
|
+397,048
|
+4%
|
|
|
2
|
Plan A Wealth
Lincoln,
Nebraska
|
$2.44M
|
+$2.49M
|
+56,778
|
New
|
|
|
3
|
|
$2.37M
|
+$1.7M
|
+38,885
|
+237%
|
|
|
4
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.01M
|
+$1.03M
|
+23,456
|
New
|
|
|
5
|
Insight Wealth Partners
Plano,
Texas
|
$506K
|
-$9.02K
|
-206
|
-2%
|
|
|
6
|
|
$423K
|
-$2.63K
|
-60
|
-0.6%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$383K
|
+$390K
|
+8,917
|
New
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$351K
|
-$23.8K
|
-544
|
-6%
|
|
|
9
|
5T Wealth
Napa,
California
|
$349K
|
+$356K
|
+8,126
|
New
|
|
|
10
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$253K
|
–
|
–
|
–
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$233K
|
-$237K
|
-5,425
|
-50%
|
|
|
12
|
Oxford Financial Group
Carmel,
Indiana
|
$224K
|
+$228K
|
+5,208
|
New
|
|
|
13
|
Huntington National Bank
Columbus,
Ohio
|
$155K
|
–
|
–
|
–
|
|
|
14
|
Comerica Bank
Dallas,
Texas
|
$58.5K
|
-$7.13K
|
-163
|
-11%
|
|
|
15
|
Colonial Trust
Spartanburg,
South Carolina
|
$54.9K
|
–
|
–
|
–
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$36K
|
+$36.7K
|
+839
|
New
|
|
|
17
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$33.6K
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$43
|
+$44
|
+1
|
New
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$858K
|
-19,131
|
Closed
|
|
|
20
|
Choreo LLC
Rockford,
Illinois
|
–
|
-$349K
|
-7,748
|
Closed
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$261K
|
-5,822
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$211K
|
-4,697
|
Closed
|
|
|
23
|
Kings Path Partners
Sugar Land,
Texas
|
–
|
-$61.4K
|
-1,368
|
Closed
|
|
