|
1
|
|
$175M
|
-$8.56M
|
-86,301
|
-5%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$9.5M
|
+$3.64M
|
+36,715
|
+62%
|
|
|
3
|
|
$3.56M
|
+$3.16M
|
+31,852
|
+808%
|
|
|
4
|
Beacon Financial Group
Dallas,
Texas
|
$2.87M
|
+$2.86M
|
+28,814
|
New
|
|
|
5
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.46M
|
+$2.45M
|
+24,738
|
New
|
|
|
6
|
Landing Point Financial Group
Avon,
Ohio
|
$1.45M
|
+$1.45M
|
+14,615
|
New
|
|
|
7
|
Perigon Wealth Management
San Francisco,
California
|
$1.09M
|
+$1.08M
|
+10,923
|
New
|
|
|
8
|
|
$925K
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$682K
|
+$680K
|
+6,858
|
New
|
|
|
10
|
|
$511K
|
-$234K
|
-2,354
|
-31%
|
|
|
11
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$365K
|
+$364K
|
+3,668
|
New
|
|
|
12
|
One Advisory Partners
Overland Park,
Kansas
|
$285K
|
+$284K
|
+2,860
|
New
|
|
|
13
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$236K
|
+$235K
|
+2,371
|
New
|
|
|
14
|
Huntington National Bank
Columbus,
Ohio
|
$99
|
–
|
–
|
–
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$99.2K
|
-1,002
|
Closed
|
|
