|
1
|
LPL Financial
San Diego,
California
|
$6.79M
|
+$140K
|
+2,857
|
+2%
|
|
|
2
|
|
$1.6M
|
+$746K
|
+15,240
|
+87%
|
|
|
3
|
Beck Bode LLC
Dedham,
Massachusetts
|
$929K
|
-$231K
|
-4,723
|
-20%
|
|
|
4
|
World Equity Group
Schaumburg,
Illinois
|
$591K
|
+$593K
|
+12,121
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$559K
|
+$214K
|
+4,379
|
+62%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$336K
|
+$1.96K
|
+40
|
+0.6%
|
|
|
7
|
Financial Advocates Investment Management
Olympia,
Washington
|
$307K
|
+$2.45K
|
+50
|
+0.8%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$220K
|
+$53.4K
|
+1,092
|
+32%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$218K
|
+$219K
|
+4,468
|
New
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$112K
|
–
|
–
|
–
|
|
|
11
|
International Assets Investment Management
Orlando,
Florida
|
$87.6K
|
+$87.9K
|
+1,796
|
New
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$59.2K
|
–
|
–
|
–
|
|
|
13
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$47.9K
|
+$48.1K
|
+983
|
New
|
|
|
14
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$33.4K
|
–
|
–
|
–
|
|
|
15
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$15.1K
|
–
|
–
|
–
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$2.48K
|
–
|
–
|
–
|
|
|
17
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$837
|
–
|
–
|
–
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$195
|
+$196
|
+4
|
New
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.53M
|
-30,475
|
Closed
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$715K
|
-14,217
|
Closed
|
|
