|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$118M
|
+$69.8M
|
+2,366,300
|
+171%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$20.7M
|
+$2.09M
|
+70,946
|
+12%
|
|
|
3
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$4.09M
|
-$315K
|
-10,673
|
-8%
|
|
|
4
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.64M
|
+$383K
|
+12,973
|
+33%
|
|
|
5
|
|
$910K
|
+$855K
|
+28,972
|
New
|
|
|
6
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$789K
|
+$458K
|
+15,528
|
+162%
|
|
|
7
|
Daybright Advisory Services
Miami,
Florida
|
$718K
|
+$348K
|
+11,798
|
+99%
|
|
|
8
|
WealthPLAN Partners
Omaha,
Nebraska
|
$714K
|
+$263K
|
+8,916
|
+65%
|
|
|
9
|
|
$631K
|
+$593K
|
+20,098
|
New
|
|
|
10
|
PFG Investments
Woodbury,
New York
|
$518K
|
+$186K
|
+6,300
|
+62%
|
|
|
11
|
|
$517K
|
-$1.03M
|
-34,751
|
-68%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$432K
|
+$406K
|
+13,775
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$397K
|
-$669K
|
-22,685
|
-64%
|
|
|
14
|
Alteri Wealth
Westlake Village,
California
|
$346K
|
+$325K
|
+11,015
|
New
|
|
|
15
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$261K
|
+$245K
|
+8,322
|
New
|
|
|
16
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$231K
|
+$217K
|
+7,348
|
New
|
|
|
17
|
Allspring Global Investments
Charlotte,
North Carolina
|
$225K
|
+$219K
|
+7,411
|
New
|
|
|
18
|
|
$122K
|
+$30.4K
|
+1,029
|
+35%
|
|
|
19
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$65K
|
+$57.3K
|
+1,944
|
+1,531%
|
|
|
20
|
Tucker Asset Management
Littleton,
Colorado
|
$42.8K
|
+$40.2K
|
+1,362
|
New
|
|
|
21
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$41.1K
|
+$38.6K
|
+1,309
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$26.3K
|
+$24.7K
|
+838
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.4K
|
+$11.7K
|
+395
|
+411%
|
|
|
24
|
VanEck Associates
New York
|
$15K
|
–
|
–
|
–
|
|
|
25
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$13.5K
|
+$12.7K
|
+430
|
New
|
|
