|
1
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.28M
|
+$1.28M
|
+49,845
|
New
|
|
|
2
|
JT Stratford LLC
Gainesville,
Georgia
|
$964K
|
+$27.2K
|
+1,060
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$499K
|
+$497K
|
+19,395
|
New
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$485K
|
+$315K
|
+12,265
|
+186%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$461K
|
+$136K
|
+5,285
|
+42%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$339K
|
+$338K
|
+13,190
|
New
|
|
|
7
|
Fiduciary Financial Group
San Rafael,
California
|
$333K
|
+$323K
|
+12,600
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$325K
|
+$324K
|
+12,626
|
New
|
|
|
9
|
BCS Wealth Management
Johnson City,
Tennessee
|
$323K
|
–
|
–
|
–
|
|
|
10
|
Diligent Investors
Redlands,
California
|
$274K
|
-$22.2K
|
-867
|
-8%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$273K
|
+$272K
|
+10,626
|
New
|
|
|
12
|
HFG Wealth Management
The Woodlands,
Texas
|
$251K
|
–
|
–
|
–
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$244K
|
–
|
–
|
–
|
|
|
14
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$125K
|
–
|
–
|
–
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$50.1K
|
–
|
–
|
–
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$31K
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$29.9K
|
+$29.9K
|
+1,165
|
New
|
|
|
18
|
Principal Securities
Des Moines,
Iowa
|
$15.5K
|
+$13.7K
|
+536
|
+788%
|
|
|
19
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.62K
|
–
|
–
|
–
|
|
|
20
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.29K
|
+$1.28K
|
+50
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$1K
|
+$1K
|
+39
|
New
|
|
|
22
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$11.4M
|
-441,948
|
Closed
|
|
|
23
|
|
–
|
-$441K
|
-17,126
|
Closed
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$290K
|
-11,260
|
Closed
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$227K
|
-8,800
|
Closed
|
|
