|
1
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$3.46M
|
+$236K
|
+5,240
|
+7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.98M
|
+$364K
|
+8,079
|
+14%
|
|
|
3
|
Trivium Point Advisory
Westport,
Connecticut
|
$2.24M
|
-$38.5K
|
-855
|
-2%
|
|
|
4
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.87M
|
-$42.7K
|
-948
|
-2%
|
|
|
5
|
|
$1.73M
|
-$981K
|
-21,767
|
-36%
|
|
|
6
|
|
$1.58M
|
-$69.5K
|
-1,542
|
-4%
|
|
|
7
|
|
$1.53M
|
+$207K
|
+4,602
|
+16%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.37M
|
+$97.6K
|
+2,166
|
+8%
|
|
|
9
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.26M
|
+$259K
|
+5,753
|
+26%
|
|
|
10
|
Blue Oak Capital
Menlo Park,
California
|
$1.06M
|
+$98.2K
|
+2,179
|
+10%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.01M
|
-$434K
|
-9,627
|
-30%
|
|
|
12
|
Graypoint LLC
Albany,
New York
|
$945K
|
-$766
|
-17
|
-0.1%
|
|
|
13
|
Lion Street Advisors
Austin,
Texas
|
$595K
|
+$7.57K
|
+168
|
+1%
|
|
|
14
|
CreativeOne Wealth
Overland Park,
Kansas
|
$447K
|
+$6.81K
|
+151
|
+2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$377K
|
+$47.1K
|
+1,044
|
+14%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$265K
|
+$106K
|
+2,348
|
+67%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$237K
|
+$25.4K
|
+563
|
+12%
|
|
|
18
|
FWL Investment Management
Dallas,
Texas
|
$71.2K
|
+$43.1K
|
+956
|
+156%
|
|
|
19
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$42.9K
|
-$270
|
-6
|
-0.6%
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$36.1K
|
+$18.1K
|
+401
|
+102%
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$28.5K
|
+$19.5K
|
+432
|
+218%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.8K
|
+$18.6K
|
+413
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16K
|
+$15.8K
|
+351
|
New
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$908
|
–
|
–
|
–
|
|
|
25
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$727
|
+$721
|
+16
|
New
|
|
