|
1
|
McCarthy Asset Management
Redwood Shores,
California
|
$5.85M
|
+$128K
|
+5,052
|
+2%
|
|
|
2
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.63M
|
+$2.54M
|
+100,722
|
+247%
|
|
|
3
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.09M
|
+$560K
|
+22,178
|
+23%
|
|
|
4
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$2.72M
|
-$1.84K
|
-73
|
-0.1%
|
|
|
5
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$2.21M
|
+$2.18M
|
+86,316
|
New
|
|
|
6
|
|
$1.9M
|
+$441K
|
+17,452
|
+31%
|
|
|
7
|
CVA Family Office
Denver,
Colorado
|
$1.56M
|
+$1.54M
|
+60,961
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.46M
|
+$1.44M
|
+56,811
|
New
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$1.34M
|
-$2.05K
|
-81
|
-0.2%
|
|
|
10
|
Berkeley Inc
Boise,
Idaho
|
$1.27M
|
-$2K
|
-79
|
-0.2%
|
|
|
11
|
|
$1.2M
|
+$716K
|
+28,323
|
+153%
|
|
|
12
|
Summit Asset Management
Memphis,
Tennessee
|
$1.12M
|
+$59.5K
|
+2,355
|
+6%
|
|
|
13
|
High Net Worth Advisory Group
Naples,
Florida
|
$513K
|
+$505K
|
+20,000
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$288K
|
+$67.6K
|
+2,674
|
+31%
|
|
|
15
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$252K
|
+$248K
|
+9,818
|
New
|
|
|
16
|
Cambridge Advisors
Omaha,
Nebraska
|
$240K
|
+$2.63K
|
+104
|
+1%
|
|
|
17
|
Madden Securities
Dallas,
Texas
|
$230K
|
-$2.53K
|
-100
|
-1%
|
|
|
18
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$109K
|
+$108K
|
+4,261
|
New
|
|
|
19
|
Penserra Capital Management
Orinda,
California
|
$100K
|
+$98.7K
|
+3,905
|
New
|
|
|
20
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$67K
|
+$19.1K
|
+756
|
+41%
|
|
|
21
|
Ancora Advisors
Cleveland,
Ohio
|
$51K
|
+$50.5K
|
+2,000
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$47K
|
-$18.9K
|
-747
|
-29%
|
|
|
23
|
AlphaCore Capital
La Jolla,
California
|
$13K
|
+$12.8K
|
+508
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.3M
|
-52,230
|
Closed
|
|
|
25
|
Flow Traders U.S.
New York
|
–
|
-$655K
|
-26,295
|
Closed
|
|
