|
1
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$56.6M
|
–
|
–
|
–
|
|
|
2
|
Connectus Wealth
Cincinnati,
Ohio
|
$20.1M
|
-$339K
|
-6,905
|
-2%
|
|
|
3
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$2.39M
|
+$2.37M
|
+48,435
|
New
|
|
|
4
|
|
$1.09M
|
-$706K
|
-14,409
|
-40%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$769K
|
+$762K
|
+15,554
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$499K
|
-$57.4K
|
-1,170
|
-10%
|
|
|
7
|
Peak Financial Advisors
Denver,
Colorado
|
$412K
|
+$409K
|
+8,341
|
New
|
|
|
8
|
WealthPLAN Partners
Omaha,
Nebraska
|
$391K
|
+$2.06K
|
+42
|
+0.5%
|
|
|
9
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$338K
|
-$264K
|
-5,381
|
-44%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$325K
|
-$269K
|
-5,479
|
-45%
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$321K
|
+$311K
|
+6,350
|
+4,233%
|
|
|
12
|
Richard P. Slaughter Associates
Austin,
Texas
|
$248K
|
+$3.14K
|
+64
|
+1%
|
|
|
13
|
Astoria Portfolio Advisors
New York
|
$210K
|
+$209K
|
+4,268
|
New
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$94.7K
|
+$95K
|
+1,937
|
New
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$85.4K
|
+$5.49K
|
+112
|
+7%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$8.15K
|
+$7.94K
|
+162
|
+5,400%
|
|
|
17
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$791
|
+$784
|
+16
|
New
|
|
|
18
|
Latitude Advisors
Vero Beach,
Florida
|
–
|
-$829K
|
-16,947
|
Closed
|
|
|
19
|
Rothschild Investment LLC
Chicago,
Illinois
|
–
|
-$534K
|
-10,920
|
Closed
|
|
|
20
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$530K
|
-10,840
|
Closed
|
|
|
21
|
|
–
|
-$121K
|
-2,469
|
Closed
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$1.61K
|
-33
|
Closed
|
|
