|
1
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$3.86M
|
+$366K
|
+8,156
|
+11%
|
|
|
2
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.01M
|
+$1.72M
|
+38,276
|
+139%
|
|
|
3
|
|
$2.85M
|
+$1.23M
|
+27,503
|
+79%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.75M
|
-$243K
|
-5,413
|
-8%
|
|
|
5
|
Trivium Point Advisory
Westport,
Connecticut
|
$2.22M
|
-$31K
|
-691
|
-1%
|
|
|
6
|
|
$1.75M
|
+$210K
|
+4,674
|
+14%
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.74M
|
-$135K
|
-3,015
|
-7%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.63M
|
+$244K
|
+5,435
|
+18%
|
|
|
9
|
Blue Oak Capital
Menlo Park,
California
|
$1.24M
|
+$171K
|
+3,815
|
+16%
|
|
|
10
|
Graypoint LLC
Albany,
New York
|
$941K
|
-$9.19K
|
-205
|
-1%
|
|
|
11
|
Midwestern Financial
Iowa City,
Iowa
|
$615K
|
+$603K
|
+13,454
|
New
|
|
|
12
|
Lion Street Advisors
Austin,
Texas
|
$569K
|
-$29.1K
|
-650
|
-5%
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
$460K
|
+$10.8K
|
+240
|
+2%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$434K
|
+$53.9K
|
+1,202
|
+14%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$391K
|
+$122K
|
+2,720
|
+47%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$253K
|
+$14.6K
|
+326
|
+6%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$84.3K
|
+$82.7K
|
+1,844
|
New
|
|
|
18
|
FWL Investment Management
Dallas,
Texas
|
$82.3K
|
+$10.5K
|
+234
|
+15%
|
|
|
19
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$43K
|
-$90
|
-2
|
-0.2%
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$36.3K
|
–
|
–
|
–
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$33.4K
|
+$4.48K
|
+100
|
+16%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$21.2K
|
+$19.9K
|
+443
|
+2,215%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$4.89K
|
+$4.8K
|
+107
|
New
|
|
|
24
|
Financial Gravity Companies
Lakeway,
Texas
|
$731
|
+$717
|
+16
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$503
|
-$18K
|
-402
|
-97%
|
|
