|
1
|
Csenge Advisory Group
Clearwater,
Florida
|
$11M
|
-$1.03M
|
-29,101
|
-9%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$7.82M
|
+$781K
|
+21,996
|
+12%
|
|
|
3
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.08M
|
+$1.98M
|
+55,809
|
New
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$2.05M
|
–
|
–
|
–
|
|
|
5
|
|
$1.73M
|
+$1.65M
|
+46,479
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.12M
|
–
|
–
|
–
|
|
|
7
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.11M
|
-$34.7K
|
-978
|
-3%
|
|
|
8
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$1.02M
|
–
|
–
|
–
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$948K
|
+$52.3K
|
+1,473
|
+6%
|
|
|
10
|
TOP Private Wealth
Glastonbury,
Connecticut
|
$813K
|
+$774K
|
+21,809
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$782K
|
-$214K
|
-6,015
|
-22%
|
|
|
12
|
Quantinno Capital Management
New York
|
$470K
|
-$5.43K
|
-153
|
-1%
|
|
|
13
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$394K
|
+$76.7K
|
+2,162
|
+26%
|
|
|
14
|
Lido Advisors
Los Angeles,
California
|
$347K
|
+$329K
|
+9,260
|
New
|
|
|
15
|
Americana Partners
Houston,
Texas
|
$342K
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$315K
|
-$115K
|
-3,243
|
-28%
|
|
|
17
|
VisionPoint Advisory Group
Dallas,
Texas
|
$214K
|
-$40.6K
|
-1,145
|
-17%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$66.9K
|
+$63.8K
|
+1,796
|
New
|
|
|
19
|
Park Square Financial Group
Roswell,
Georgia
|
$25.4K
|
-$23.9K
|
-673
|
-50%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$16.1K
|
+$15.3K
|
+431
|
New
|
|
|
21
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$6.34K
|
+$6.03K
|
+170
|
New
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.64M
|
-53,599
|
Closed
|
|
|
23
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$324K
|
-10,609
|
Closed
|
|
|
24
|
|
–
|
-$4.8K
|
-157
|
Closed
|
|
