|
1
|
Csenge Advisory Group
Clearwater,
Florida
|
$7.26M
|
+$7.25M
|
+244,991
|
New
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.17M
|
+$199K
|
+6,727
|
+4%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$2.09M
|
+$2.09M
|
+70,485
|
New
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$1.63M
|
–
|
–
|
–
|
|
|
5
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$949K
|
-$32.9K
|
-1,113
|
-3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$894K
|
+$273K
|
+9,228
|
+44%
|
|
|
7
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$813K
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$759K
|
-$123K
|
-4,159
|
-14%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$684K
|
+$4K
|
+135
|
+0.6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$596K
|
+$26.4K
|
+891
|
+5%
|
|
|
11
|
|
$435K
|
-$139K
|
-4,709
|
-24%
|
|
|
12
|
Quantinno Capital Management
New York
|
$380K
|
-$1.75K
|
-59
|
-0.5%
|
|
|
13
|
Vivaldi Capital Management
Chicago,
Illinois
|
$314K
|
–
|
–
|
–
|
|
|
14
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$231K
|
+$11.7K
|
+397
|
+5%
|
|
|
15
|
Orion Capital Management
Coronado,
California
|
$81.2K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$53.2K
|
+$947
|
+32
|
+2%
|
|
|
17
|
|
$4.65K
|
+$4.64K
|
+157
|
New
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$2.15M
|
-74,378
|
Closed
|
|
|
19
|
|
–
|
-$888K
|
-30,743
|
Closed
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$681K
|
-23,577
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$107K
|
-3,720
|
Closed
|
|
