|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$43.7M
|
+$31.3M
|
+1,174,345
|
+247%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$12.6M
|
+$12.7M
|
+475,988
|
New
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.27M
|
+$1.27M
|
+47,834
|
New
|
|
|
4
|
|
$1.24M
|
+$103K
|
+3,864
|
+9%
|
|
|
5
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$790K
|
+$794K
|
+29,832
|
New
|
|
|
6
|
Americana Partners
Houston,
Texas
|
$354K
|
+$356K
|
+13,378
|
New
|
|
|
7
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$284K
|
+$286K
|
+10,743
|
New
|
|
|
8
|
Comerica Bank
Dallas,
Texas
|
$54.8K
|
-$3.3K
|
-124
|
-6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$46.8K
|
+$47.1K
|
+1,769
|
New
|
|
|
10
|
VanEck Associates
New York
|
$6K
|
+$5.7K
|
+214
|
New
|
|
|
11
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$3.6K
|
+$3.62K
|
+136
|
New
|
|
|
12
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$3.39K
|
+$3.41K
|
+128
|
New
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$2.28K
|
+$2.29K
|
+86
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.22K
|
+$2.24K
|
+84
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$1.47K
|
+55
|
New
|
|
