|
1
|
|
$3.73M
|
-$708K
|
-15,355
|
-16%
|
|
|
2
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$3.04M
|
+$277K
|
+6,012
|
+10%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.46M
|
+$489K
|
+10,622
|
+25%
|
|
|
4
|
|
$2.43M
|
+$1.03M
|
+22,412
|
+76%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$2.12M
|
+$963K
|
+20,905
|
+86%
|
|
|
6
|
Trivium Point Advisory
Westport,
Connecticut
|
$2.12M
|
+$26.9K
|
+583
|
+1%
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.02M
|
-$213K
|
-4,632
|
-10%
|
|
|
8
|
|
$1.3M
|
+$195K
|
+4,238
|
+18%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.07M
|
+$51.7K
|
+1,122
|
+5%
|
|
|
10
|
Graypoint LLC
Albany,
New York
|
$976K
|
+$1.01K
|
+22
|
+0.1%
|
|
|
11
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$826K
|
+$103K
|
+2,230
|
+15%
|
|
|
12
|
Lion Street Advisors
Austin,
Texas
|
$611K
|
-$968
|
-21
|
-0.2%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$595K
|
+$584K
|
+12,673
|
New
|
|
|
14
|
CreativeOne Wealth
Overland Park,
Kansas
|
$401K
|
+$32.2K
|
+698
|
+9%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$230K
|
-$5.83M
|
-126,436
|
-96%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$149K
|
+$2.4K
|
+52
|
+2%
|
|
|
17
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$48.7K
|
-$1.2K
|
-26
|
-2%
|
|
|
18
|
FWL Investment Management
Dallas,
Texas
|
$27K
|
-$1.66K
|
-36
|
-6%
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
$20.1K
|
+$19.7K
|
+428
|
New
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
$4.98K
|
+$323
|
+7
|
+7%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$94
|
+$92
|
+2
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$46
|
–
|
–
|
–
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$6.12M
|
-136,324
|
Closed
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$755K
|
-16,807
|
Closed
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$436K
|
-9,713
|
Closed
|
|
