|
1
|
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
$40.2M
|
+$38.7M
|
+1,000,149
|
New
|
|
|
2
|
Goldstein Advisors
Madison,
Wisconsin
|
$33.2M
|
+$32M
|
+825,825
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.2M
|
+$11.3M
|
+291,714
|
+156%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$15.7M
|
+$8.31M
|
+214,606
|
+122%
|
|
|
5
|
Pacific Wealth Management
San Diego,
California
|
$14.7M
|
+$14.1M
|
+365,448
|
New
|
|
|
6
|
&Partners
Nashville,
Tennessee
|
$12.7M
|
+$12.2M
|
+316,469
|
New
|
|
|
7
|
WinCap Financial
Boston,
Massachusetts
|
$12.3M
|
-$231K
|
-5,969
|
-2%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$11M
|
+$3.39M
|
+87,670
|
+47%
|
|
|
9
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$1.27M
|
+$1.23M
|
+31,684
|
New
|
|
|
10
|
Prosperity Wealth Management
San Ramon,
California
|
$1.11M
|
+$96.7K
|
+2,498
|
+10%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$869K
|
+$837K
|
+21,619
|
New
|
|
|
12
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$814K
|
+$784K
|
+20,260
|
New
|
|
|
13
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$441K
|
+$425K
|
+10,972
|
New
|
|
|
14
|
|
$385K
|
+$371K
|
+9,584
|
New
|
|
|
15
|
Sankala Group
Lyons,
Colorado
|
$297K
|
+$221K
|
+5,701
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$224K
|
-$1.35M
|
-34,847
|
-86%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$141K
|
+$136K
|
+3,503
|
New
|
|
|
18
|
Private Trust Company
Cleveland,
Ohio
|
$60.9K
|
+$58.6K
|
+1,515
|
New
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34K
|
+$32.4K
|
+837
|
New
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$804
|
–
|
–
|
–
|
|
|
21
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
–
|
-$15.2M
|
-428,584
|
Closed
|
|
