|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$37.3M
|
+$19.1M
|
+612,147
|
+96%
|
|
|
2
|
MML Investors Services
Springfield,
Massachusetts
|
$14.1M
|
+$2.13M
|
+68,282
|
+17%
|
|
|
3
|
Equitable Holdings
New York
|
$4.79M
|
+$1.43M
|
+45,989
|
+40%
|
|
|
4
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$3.77M
|
+$872
|
+28
|
+0%
|
|
|
5
|
WealthPLAN Partners
Omaha,
Nebraska
|
$634K
|
+$288K
|
+9,264
|
+77%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$607K
|
-$375K
|
-12,038
|
-37%
|
|
|
7
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$437K
|
+$457K
|
+14,677
|
New
|
|
|
8
|
Baker Avenue Asset Management
San Francisco,
California
|
$410K
|
-$90K
|
-2,890
|
-17%
|
|
|
9
|
|
$349K
|
+$129K
|
+4,157
|
+55%
|
|
|
10
|
&Partners
Nashville,
Tennessee
|
$329K
|
+$10K
|
+322
|
+3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$298K
|
+$2.34K
|
+75
|
+0.8%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$237K
|
+$248K
|
+7,960
|
New
|
|
|
13
|
Sankala Group
Lyons,
Colorado
|
$106K
|
+$45.3K
|
+1,455
|
+67%
|
|
|
14
|
|
$63.3K
|
–
|
–
|
–
|
|
|
15
|
Allspring Global Investments
Charlotte,
North Carolina
|
$59K
|
+$60.8K
|
+1,953
|
New
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$53K
|
-$218
|
-7
|
-0.4%
|
|
|
17
|
Private Trust Company
Cleveland,
Ohio
|
$2.74K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$923
|
+$965
|
+31
|
New
|
|
|
19
|
|
$745
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$2.75M
|
-100,000
|
Closed
|
|
|
21
|
|
–
|
-$1.09M
|
-39,470
|
Closed
|
|
|
22
|
Evolve Private Wealth
Los Angeles,
California
|
–
|
-$277K
|
-10,054
|
Closed
|
|
|
23
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
–
|
-$1.74K
|
-63
|
Closed
|
|
