|
1
|
Summit Trail Advisors
New York
|
$8.16M
|
+$7.65M
|
+242,188
|
New
|
|
|
2
|
Financial Enhancement Group
Anderson,
Indiana
|
$3.98M
|
-$3.32M
|
-105,158
|
-46%
|
|
|
3
|
Joel Isaacson & Co
New York
|
$3.42M
|
+$39.7K
|
+1,257
|
+1%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$2.74M
|
+$745K
|
+23,587
|
+38%
|
|
|
5
|
Chai Trust Company
Chicago,
Illinois
|
$2.54M
|
–
|
–
|
–
|
|
|
6
|
Wedbush Securities
Los Angeles,
California
|
$2.34M
|
+$918K
|
+29,075
|
+67%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.14M
|
+$256K
|
+8,113
|
+30%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$886K
|
+$868K
|
+27,505
|
New
|
|
|
9
|
Orser Capital Management
Southlake,
Texas
|
$554K
|
+$542K
|
+17,175
|
New
|
|
|
10
|
Graypoint LLC
Albany,
New York
|
$534K
|
+$524K
|
+16,583
|
New
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$439K
|
+$441K
|
+13,954
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$253K
|
+$248K
|
+7,862
|
New
|
|
|
13
|
DFPG Investments
Sandy,
Utah
|
$237K
|
+$229K
|
+7,240
|
New
|
|
|
14
|
American Portfolios Advisors
Holbrook,
New York
|
$110K
|
+$22.2K
|
+702
|
+26%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$94K
|
-$69K
|
-2,187
|
-43%
|
|
|
16
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$84K
|
–
|
–
|
–
|
|
|
17
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$55.9K
|
+$54.8K
|
+1,735
|
New
|
|
|
18
|
Pin Oak Investment Advisors
Houston,
Texas
|
$17K
|
+$16.7K
|
+530
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$8K
|
+$4.8K
|
+152
|
+141%
|
|
|
20
|
Manchester Financial
Westlake Village,
California
|
$8K
|
+$8.21K
|
+260
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$4K
|
+$3.82K
|
+121
|
New
|
|
|
22
|
Fulcrum Equity Management
Plano,
Texas
|
–
|
-$245K
|
-8,402
|
Closed
|
|
|
23
|
Niemann Capital Management
Stateline,
Nevada
|
–
|
-$243K
|
-8,331
|
Closed
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$36K
|
-1,241
|
Closed
|
|
|
25
|
Liberty Wealth Management
Oakland,
California
|
–
|
+$95
|
+3
|
New
|
|
