|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$17.6M
|
-$25.5M
|
-865,154
|
-58%
|
|
|
2
|
MML Investors Services
Springfield,
Massachusetts
|
$11.2M
|
+$3.87M
|
+131,224
|
+48%
|
|
|
3
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$3.49M
|
+$3.73M
|
+126,631
|
New
|
|
|
4
|
Equitable Holdings
New York
|
$3.16M
|
+$3.38M
|
+114,823
|
New
|
|
|
5
|
|
$2.75M
|
+$2.95M
|
+100,000
|
New
|
|
|
6
|
|
$1.09M
|
+$1.16M
|
+39,470
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$892K
|
+$425K
|
+14,417
|
+80%
|
|
|
8
|
Baker Avenue Asset Management
San Francisco,
California
|
$459K
|
+$490K
|
+16,649
|
New
|
|
|
9
|
WealthPLAN Partners
Omaha,
Nebraska
|
$331K
|
+$354K
|
+12,033
|
New
|
|
|
10
|
&Partners
Nashville,
Tennessee
|
$295K
|
-$20K
|
-679
|
-6%
|
|
|
11
|
Evolve Private Wealth
Los Angeles,
California
|
$277K
|
+$296K
|
+10,054
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$273K
|
+$292K
|
+9,912
|
New
|
|
|
13
|
|
$208K
|
+$223K
|
+7,554
|
New
|
|
|
14
|
Sankala Group
Lyons,
Colorado
|
$57.4K
|
+$12.7K
|
+430
|
+25%
|
|
|
15
|
|
$56.1K
|
+$62.7K
|
+2,128
|
New
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$49.2K
|
+$52.6K
|
+1,785
|
New
|
|
|
17
|
Private Trust Company
Cleveland,
Ohio
|
$2.53K
|
+$2.71K
|
+92
|
New
|
|
|
18
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.74K
|
+$1.86K
|
+63
|
New
|
|
|
19
|
|
$689
|
+$736
|
+25
|
New
|
|
|
20
|
Sanctuary Advisors
Indianapolis,
Indiana
|
–
|
-$287K
|
-9,632
|
Closed
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$208K
|
-6,984
|
Closed
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$3.72K
|
-125
|
Closed
|
|
