|
1
|
Trek Financial
Scottsdale,
Arizona
|
$41.5M
|
+$41.1M
|
+2,680,859
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.1M
|
+$14M
|
+911,828
|
New
|
|
|
3
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$12.3M
|
+$12.2M
|
+796,652
|
New
|
|
|
4
|
|
$5.24M
|
+$4.54M
|
+295,595
|
+696%
|
|
|
5
|
L.J. Altfest & Co
New York
|
$4.99M
|
+$4.95M
|
+322,259
|
New
|
|
|
6
|
Csenge Advisory Group
Clearwater,
Florida
|
$3.28M
|
-$78.2K
|
-5,093
|
-2%
|
|
|
7
|
Encompass More Asset Management
Danville,
California
|
$1.88M
|
+$1.86M
|
+121,499
|
New
|
|
|
8
|
Choreo LLC
Rockford,
Illinois
|
$1.66M
|
+$1.64M
|
+107,042
|
New
|
|
|
9
|
Solstein Capital
Menlo Park,
California
|
$716K
|
-$138K
|
-9,023
|
-16%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$628K
|
+$622K
|
+40,544
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$549K
|
-$947K
|
-61,715
|
-64%
|
|
|
12
|
Bravias Capital Group
Iselin,
New Jersey
|
$162K
|
+$160K
|
+10,439
|
New
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$155K
|
+$153K
|
+10,000
|
New
|
|
|
14
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$147K
|
+$146K
|
+9,499
|
New
|
|
|
15
|
Rockefeller Capital Management
New York
|
$63K
|
+$62.4K
|
+4,066
|
New
|
|
|
16
|
MCF Advisors
Covington,
Kentucky
|
$18.6K
|
+$18.4K
|
+1,200
|
New
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$15.3K
|
-$859
|
-56
|
-5%
|
|
|
18
|
Chilton Capital Management
Houston,
Texas
|
$12.4K
|
–
|
–
|
–
|
|
|
19
|
Elevated Capital Advisors
Sandy,
Utah
|
$8.91K
|
-$497K
|
-32,364
|
-98%
|
|
|
20
|
Franklin Resources
San Mateo,
California
|
$7.75K
|
–
|
–
|
–
|
|
|
21
|
BNP Paribas Financial Markets
Paris,
France
|
$1.8K
|
+$1.78K
|
+116
|
New
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.55K
|
+$1.53K
|
+100
|
New
|
|
|
23
|
|
$908
|
+$890
|
+58
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$604
|
+$599
|
+39
|
New
|
|
|
25
|
Private Wealth Management Group
Princeton,
New Jersey
|
$465
|
+$460
|
+30
|
New
|
|
