|
1
|
Truist Financial
Charlotte,
North Carolina
|
$5.82M
|
+$169K
|
+3,711
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.53M
|
+$150K
|
+3,303
|
+3%
|
|
|
3
|
|
$4.93M
|
-$5.09M
|
-112,028
|
-51%
|
|
|
4
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.05M
|
-$287K
|
-6,310
|
-9%
|
|
|
5
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$2.39M
|
+$428K
|
+9,407
|
+22%
|
|
|
6
|
|
$1.74M
|
+$1.22M
|
+26,810
|
+237%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.69M
|
-$501K
|
-11,019
|
-23%
|
|
|
8
|
Graypoint LLC
Albany,
New York
|
$944K
|
+$727
|
+16
|
+0.1%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$846K
|
+$845K
|
+18,582
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$742K
|
-$1.65M
|
-36,295
|
-69%
|
|
|
11
|
Lion Street Advisors
Austin,
Texas
|
$667K
|
–
|
–
|
–
|
|
|
12
|
CreativeOne Wealth
Overland Park,
Kansas
|
$334K
|
+$333K
|
+7,330
|
New
|
|
|
13
|
|
$289K
|
+$42.5K
|
+936
|
+17%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$205K
|
+$204K
|
+4,495
|
New
|
|
|
15
|
FWL Investment Management
Dallas,
Texas
|
$18.9K
|
+$1.59K
|
+35
|
+9%
|
|
|
16
|
Realta Investment Advisors
Wilmington,
Delaware
|
$18.1K
|
+$18.1K
|
+399
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$11K
|
+$11K
|
+241
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$8.09K
|
+$8.09K
|
+178
|
New
|
|
|
19
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$2.47K
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$3.51M
|
-76,000
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$30.4K
|
-659
|
Closed
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$1.11K
|
-24
|
Closed
|
|
