|
1
|
Truist Financial
Charlotte,
North Carolina
|
$6.12M
|
+$376K
|
+8,402
|
+7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.9M
|
+$443K
|
+9,913
|
+8%
|
|
|
3
|
|
$4.25M
|
-$603K
|
-13,487
|
-12%
|
|
|
4
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$2.64M
|
+$286K
|
+6,393
|
+12%
|
|
|
5
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.14M
|
-$869K
|
-19,438
|
-29%
|
|
|
6
|
Trivium Point Advisory
Westport,
Connecticut
|
$2.08M
|
+$2.07M
|
+46,238
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.88M
|
+$1.14M
|
+25,498
|
+156%
|
|
|
8
|
|
$1.32M
|
-$392K
|
-8,761
|
-23%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.09M
|
-$579K
|
-12,956
|
-35%
|
|
|
10
|
|
$1.06M
|
+$768K
|
+17,178
|
+270%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$974K
|
+$970K
|
+21,684
|
New
|
|
|
12
|
Graypoint LLC
Albany,
New York
|
$932K
|
+$1.39K
|
+31
|
+0.1%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$755K
|
+$551K
|
+12,312
|
+274%
|
|
|
14
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$690K
|
+$687K
|
+15,359
|
New
|
|
|
15
|
Lion Street Advisors
Austin,
Texas
|
$586K
|
-$62.4K
|
-1,396
|
-10%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$436K
|
-$397K
|
-8,869
|
-48%
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$352K
|
+$23.2K
|
+518
|
+7%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$140K
|
+$129K
|
+2,887
|
+1,198%
|
|
|
19
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$47.8K
|
+$47.6K
|
+1,064
|
New
|
|
|
20
|
FWL Investment Management
Dallas,
Texas
|
$27.4K
|
+$8.72K
|
+195
|
+47%
|
|
|
21
|
Realta Investment Advisors
Wilmington,
Delaware
|
$18.1K
|
+$179
|
+4
|
+1%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$4.4K
|
+$4.43K
|
+99
|
New
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$32
|
-$7.92K
|
-177
|
-99%
|
|
|
24
|
Financial Gravity Asset Management
Lakeway,
Texas
|
–
|
-$2.47K
|
-54
|
Closed
|
|
