|
1
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$5.22M
|
+$5.25M
|
+200,389
|
New
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$3.28M
|
+$2.83M
|
+107,881
|
+605%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.7M
|
+$2.72M
|
+103,771
|
New
|
|
|
4
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$2.4M
|
+$219K
|
+8,349
|
+10%
|
|
|
5
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$2.23M
|
+$2.24M
|
+85,544
|
New
|
|
|
6
|
Centaurus Financial
Anaheim,
California
|
$2.05M
|
+$1.89M
|
+72,337
|
+1,176%
|
|
|
7
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.25M
|
+$1.26M
|
+48,104
|
New
|
|
|
8
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.13M
|
+$222K
|
+8,483
|
+24%
|
|
|
9
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.02M
|
-$90.6K
|
-3,458
|
-8%
|
|
|
10
|
Mutual Advisors
Omaha,
Nebraska
|
$762K
|
+$78.8K
|
+3,011
|
+11%
|
|
|
11
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$424K
|
+$177K
|
+6,770
|
+71%
|
|
|
12
|
Atria Wealth Solutions
New York
|
$409K
|
-$40.2K
|
-1,536
|
-9%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$324K
|
+$326K
|
+12,450
|
New
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$281K
|
+$13.7K
|
+522
|
+5%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$231K
|
+$232K
|
+8,848
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$204K
|
+$205K
|
+7,823
|
New
|
|
|
17
|
Blue Trust Inc
Alpharetta,
Georgia
|
$174K
|
–
|
–
|
–
|
|
|
18
|
WealthShield Partners
Cary,
North Carolina
|
$99K
|
–
|
–
|
–
|
|
|
19
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$45.6K
|
+$45.8K
|
+1,750
|
New
|
|
|
20
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$26.1K
|
+$10.5K
|
+400
|
+67%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.69K
|
+$7.72K
|
+295
|
New
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$6.91K
|
+$6.94K
|
+265
|
New
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$5.21K
|
+$5.24K
|
+200
|
New
|
|
|
24
|
|
$3.6K
|
+$3.61K
|
+138
|
New
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$5.34M
|
-203,809
|
Closed
|
|
