|
1
|
Insight Holdings Group
New York
|
$42M
|
–
|
–
|
–
|
|
|
2
|
Magma Venture Partners General Partner
Tel Aviv,
Israel
|
$28.7M
|
–
|
–
|
–
|
|
|
3
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$167K
|
+$181K
|
+13,792
|
New
|
|
|
4
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$150K
|
+$1.44K
|
+110
|
+0.9%
|
|
|
5
|
|
$121K
|
+$47.3K
|
+3,600
|
+56%
|
|
|
6
|
Geode Capital Management
Boston,
Massachusetts
|
$53.6K
|
–
|
–
|
–
|
|
|
7
|
Black Swift Group
Boulder,
Colorado
|
$48.5K
|
–
|
–
|
–
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$45K
|
–
|
–
|
–
|
|
|
9
|
|
$40.6K
|
+$1.73K
|
+132
|
+4%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$39.3K
|
–
|
–
|
–
|
|
|
11
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$35.1K
|
+$38.1K
|
+2,900
|
New
|
|
|
12
|
Soltis Investment Advisors
St. George,
Utah
|
$33.1K
|
–
|
–
|
–
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$26.5K
|
+$2.07K
|
+158
|
+8%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$24K
|
–
|
–
|
–
|
|
|
15
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$18.1K
|
–
|
–
|
–
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$18.1K
|
+$19.7K
|
+1,500
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$17.6K
|
–
|
–
|
–
|
|
|
18
|
626 Financial
Portage,
Michigan
|
$16.8K
|
–
|
–
|
–
|
|
|
19
|
Forza Wealth Management
Sarasota,
Florida
|
$15K
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$14.8K
|
–
|
–
|
–
|
|
|
21
|
TownSquare Capital
Provo,
Utah
|
$13.6K
|
–
|
–
|
–
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$13.5K
|
+$14.5K
|
+1,101
|
New
|
|
|
23
|
First Foundation Advisors
Irvine,
California
|
$12.1K
|
–
|
–
|
–
|
|
|
24
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$12.1K
|
–
|
–
|
–
|
|
|
25
|
Register Financial Advisors
Atlanta,
Georgia
|
$12.1K
|
–
|
–
|
–
|
|
