|
1
|
Csenge Advisory Group
Clearwater,
Florida
|
$9.92M
|
+$2.52M
|
+79,494
|
+32%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.74M
|
+$421K
|
+13,274
|
+8%
|
|
|
3
|
Franklin Resources
San Mateo,
California
|
$1.68M
|
–
|
–
|
–
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.64M
|
-$535K
|
-16,886
|
-24%
|
|
|
5
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$940K
|
-$39.7K
|
-1,253
|
-4%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$922K
|
–
|
–
|
–
|
|
|
7
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$838K
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$825K
|
+$44.4K
|
+1,400
|
+5%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$706K
|
+$27.7K
|
+874
|
+4%
|
|
|
10
|
Quantinno Capital Management
New York
|
$390K
|
-$1.68K
|
-53
|
-0.4%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$358K
|
+$371K
|
+11,707
|
New
|
|
|
12
|
Vivaldi Capital Management
Chicago,
Illinois
|
$324K
|
–
|
–
|
–
|
|
|
13
|
Americana Partners
Houston,
Texas
|
$281K
|
+$291K
|
+9,185
|
New
|
|
|
14
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$257K
|
+$19.7K
|
+620
|
+8%
|
|
|
15
|
VisionPoint Advisory Group
Dallas,
Texas
|
$210K
|
+$218K
|
+6,879
|
New
|
|
|
16
|
Park Square Financial Group
Roswell,
Georgia
|
$41.4K
|
+$43K
|
+1,355
|
New
|
|
|
17
|
|
$4.8K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$596K
|
-20,110
|
Closed
|
|
|
19
|
|
–
|
-$435K
|
-14,678
|
Closed
|
|
|
20
|
Orion Capital Management
Coronado,
California
|
–
|
-$81.2K
|
-2,741
|
Closed
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$53.2K
|
-1,796
|
Closed
|
|
