|
1
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$26.9M
|
+$27M
|
+548,657
|
New
|
|
|
2
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$20.4M
|
-$35.8M
|
-728,155
|
-64%
|
|
|
3
|
Connectus Wealth
Cincinnati,
Ohio
|
$18.9M
|
-$917K
|
-18,637
|
-5%
|
|
|
4
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.78M
|
+$3.46M
|
+70,246
|
+1,027%
|
|
|
5
|
Steward Partners Investment Advisory
New York
|
$1.25M
|
+$929K
|
+18,875
|
+290%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.2M
|
+$1.21M
|
+24,536
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.07M
|
+$308K
|
+6,251
|
+40%
|
|
|
8
|
|
$877K
|
-$202K
|
-4,104
|
-19%
|
|
|
9
|
World Investment Advisors
Santa Barbara,
California
|
$678K
|
+$680K
|
+13,824
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$606K
|
+$284K
|
+5,767
|
+88%
|
|
|
11
|
Sunbelt Securities
Houston,
Texas
|
$497K
|
+$498K
|
+10,130
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$495K
|
–
|
–
|
–
|
|
|
13
|
Rothschild Investment LLC
Chicago,
Illinois
|
$487K
|
+$488K
|
+9,920
|
New
|
|
|
14
|
WealthPLAN Partners
Omaha,
Nebraska
|
$377K
|
-$12K
|
-244
|
-3%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$345K
|
+$346K
|
+7,028
|
New
|
|
|
16
|
Astoria Portfolio Advisors
New York
|
$269K
|
+$61.5K
|
+1,250
|
+29%
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$91.1K
|
+$6.4K
|
+130
|
+8%
|
|
|
18
|
Farther Finance Advisors
San Francisco,
California
|
$82.8K
|
+$83.4K
|
+1,696
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$26.7K
|
+$18.6K
|
+379
|
+230%
|
|
|
20
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$785
|
–
|
–
|
–
|
|
|
21
|
|
$55
|
+$49
|
+1
|
New
|
|
|
22
|
Peak Financial Advisors
Denver,
Colorado
|
–
|
-$412K
|
-8,341
|
Closed
|
|
|
23
|
Richard P. Slaughter Associates
Austin,
Texas
|
–
|
-$248K
|
-5,019
|
Closed
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$94.7K
|
-1,937
|
Closed
|
|
