|
1
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$3.18M
|
+$284K
|
+6,226
|
+10%
|
|
|
2
|
|
$2.67M
|
+$365K
|
+8,002
|
+15%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.58M
|
+$237K
|
+5,184
|
+10%
|
|
|
4
|
Trivium Point Advisory
Westport,
Connecticut
|
$2.25M
|
+$155K
|
+3,390
|
+7%
|
|
|
5
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.88M
|
-$37.4K
|
-819
|
-2%
|
|
|
6
|
|
$1.63M
|
-$1.96M
|
-42,992
|
-54%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.42M
|
-$611K
|
-13,387
|
-30%
|
|
|
8
|
|
$1.3M
|
+$60.9K
|
+1,333
|
+5%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.25M
|
+$237K
|
+5,182
|
+23%
|
|
|
10
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$979K
|
+$196K
|
+4,294
|
+24%
|
|
|
11
|
Blue Oak Capital
Menlo Park,
California
|
$954K
|
+$970K
|
+21,237
|
New
|
|
|
12
|
Graypoint LLC
Albany,
New York
|
$932K
|
+$1.46K
|
+32
|
+0.2%
|
|
|
13
|
Lion Street Advisors
Austin,
Texas
|
$578K
|
-$4.29K
|
-94
|
-0.7%
|
|
|
14
|
CreativeOne Wealth
Overland Park,
Kansas
|
$433K
|
+$51.8K
|
+1,135
|
+13%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$325K
|
+$107K
|
+2,346
|
+48%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$217K
|
+$222K
|
+4,851
|
New
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$208K
|
+$212K
|
+4,650
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$156K
|
+$14.5K
|
+317
|
+10%
|
|
|
19
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$42.5K
|
-$4.02K
|
-88
|
-8%
|
|
|
20
|
FWL Investment Management
Dallas,
Texas
|
$27.4K
|
+$1.69K
|
+37
|
+6%
|
|
|
21
|
Advisornet Financial
Minnetonka,
Minnesota
|
$17.6K
|
+$17.9K
|
+393
|
New
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$8.86K
|
+$4.2K
|
+92
|
+87%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$895
|
+$913
|
+20
|
New
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$89
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$8
|
-$46
|
-1
|
Closed
|
|
