|
1
|
Insight Holdings Group
New York
|
$52.4M
|
–
|
–
|
–
|
|
|
2
|
Magma Venture Partners General Partner
Tel Aviv,
Israel
|
$36M
|
–
|
–
|
–
|
|
|
3
|
|
$196K
|
-$40.5K
|
-2,387
|
-16%
|
|
|
4
|
Lindbrook Capital
Calabasas,
California
|
$149K
|
–
|
–
|
–
|
|
|
5
|
Millennium Management
New York
|
$109K
|
+$47.2K
|
+2,786
|
+64%
|
|
|
6
|
Wealth Alliance
Mellville,
New York
|
$81K
|
–
|
–
|
–
|
|
|
7
|
Geode Capital Management
Boston,
Massachusetts
|
$66K
|
–
|
–
|
–
|
|
|
8
|
Black Swift Group
Boulder,
Colorado
|
$60K
|
–
|
–
|
–
|
|
|
9
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$57K
|
–
|
–
|
–
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$53K
|
-$46.6K
|
-2,750
|
-44%
|
|
|
11
|
|
$45K
|
-$1.95K
|
-115
|
-4%
|
|
|
12
|
Soltis Investment Advisors
St. George,
Utah
|
$42K
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37K
|
+$42.2K
|
+2,491
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$29K
|
+$32.1K
|
+1,895
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25K
|
–
|
–
|
–
|
|
|
16
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$23K
|
–
|
–
|
–
|
|
|
17
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$23K
|
+$25.4K
|
+1,500
|
New
|
|
|
18
|
626 Financial
Portage,
Michigan
|
$21K
|
+$23.6K
|
+1,390
|
New
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20K
|
+$712
|
+42
|
+3%
|
|
|
20
|
TownSquare Capital
Provo,
Utah
|
$17K
|
–
|
–
|
–
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$16K
|
–
|
–
|
–
|
|
|
22
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$15K
|
–
|
–
|
–
|
|
|
23
|
Segment Wealth Management
Houston,
Texas
|
$15K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$11K
|
+$2.78K
|
+164
|
+29%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$9K
|
-$8.17K
|
-482
|
-45%
|
|
