|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.18億
|
+$6980万
|
+2,366,300
|
+171%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$2068万
|
+$209万
|
+70,946
|
+12%
|
|
|
3
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$409万
|
-$31.5万
|
-10,673
|
-8%
|
|
|
4
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$164万
|
+$38.3万
|
+12,973
|
+33%
|
|
|
5
|
|
$91万
|
+$85.5万
|
+28,972
|
新規
|
|
|
6
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$78.9万
|
+$45.8万
|
+15,528
|
+162%
|
|
|
7
|
Daybright Advisory Services
Miami,
Florida
|
$71.8万
|
+$34.8万
|
+11,798
|
+99%
|
|
|
8
|
WealthPLAN Partners
Omaha,
Nebraska
|
$71.4万
|
+$26.3万
|
+8,916
|
+65%
|
|
|
9
|
|
$63.1万
|
+$59.3万
|
+20,098
|
新規
|
|
|
10
|
PFG Investments
Woodbury,
New York
|
$51.8万
|
+$18.6万
|
+6,300
|
+62%
|
|
|
11
|
|
$51.7万
|
-$103万
|
-34,751
|
-68%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$43.2万
|
+$40.6万
|
+13,775
|
新規
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$39.7万
|
-$66.9万
|
-22,685
|
-64%
|
|
|
14
|
Alteri Wealth
Westlake Village,
California
|
$34.6万
|
+$32.5万
|
+11,015
|
新規
|
|
|
15
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$26.1万
|
+$24.5万
|
+8,322
|
新規
|
|
|
16
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$23.1万
|
+$21.7万
|
+7,348
|
新規
|
|
|
17
|
Allspring Global Investments
Charlotte,
North Carolina
|
$22.5万
|
+$21.9万
|
+7,411
|
新規
|
|
|
18
|
|
$12.2万
|
+$3.04万
|
+1,029
|
+35%
|
|
|
19
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$6.5万
|
+$5.73万
|
+1,944
|
+1,531%
|
|
|
20
|
Tucker Asset Management
Littleton,
Colorado
|
$4.28万
|
+$4.02万
|
+1,362
|
新規
|
|
|
21
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$4.11万
|
+$3.86万
|
+1,309
|
新規
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$2.63万
|
+$2.47万
|
+838
|
新規
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.54万
|
+$1.17万
|
+395
|
+411%
|
|
|
24
|
VanEck Associates
New York
|
$1.5万
|
–
|
–
|
–
|
|
|
25
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.35万
|
+$1.27万
|
+430
|
新規
|
|
