|
1
|
PGIM Custom Harvest
Newark,
New Jersey
|
$33.2M
|
-$6.7M
|
-263,405
|
-16%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$14.1M
|
+$2.84M
|
+111,709
|
+23%
|
|
|
3
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$3.37M
|
+$3.58M
|
+140,954
|
New
|
|
|
4
|
|
$1.23M
|
+$112K
|
+4,410
|
+9%
|
|
|
5
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1M
|
+$243K
|
+9,546
|
+32%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$846K
|
-$317K
|
-12,487
|
-26%
|
|
|
7
|
|
$694K
|
+$738K
|
+29,033
|
New
|
|
|
8
|
WealthPLAN Partners
Omaha,
Nebraska
|
$331K
|
+$351K
|
+13,817
|
New
|
|
|
9
|
Daybright Advisory Services
Miami,
Florida
|
$286K
|
+$304K
|
+11,944
|
New
|
|
|
10
|
PFG Investments
Woodbury,
New York
|
$244K
|
+$259K
|
+10,202
|
New
|
|
|
11
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$230K
|
+$244K
|
+9,591
|
New
|
|
|
12
|
|
$67.9K
|
+$75.2K
|
+2,958
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22K
|
+$22.5K
|
+885
|
+1,609%
|
|
|
14
|
VanEck Associates
New York
|
$11K
|
+$6.71K
|
+264
|
+123%
|
|
|
15
|
Rossby Financial
Melbourne,
Florida
|
$8.64K
|
+$9.08K
|
+357
|
New
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6.27K
|
+$6.66K
|
+262
|
New
|
|
|
17
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$3.04K
|
+$3.23K
|
+127
|
New
|
|
|
18
|
|
$2.35K
|
+$2.49K
|
+98
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.3K
|
+$305
|
+12
|
+14%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$1.58K
|
+$1.68K
|
+66
|
New
|
|
|
21
|
Americana Partners
Houston,
Texas
|
–
|
-$354K
|
-13,378
|
Closed
|
|
|
22
|
YHB Investment Advisors
West Hartford,
Connecticut
|
–
|
-$284K
|
-10,743
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$46.8K
|
-1,769
|
Closed
|
|
|
24
|
Cape Investment Advisory
Mcdonough,
Georgia
|
–
|
-$3.6K
|
-136
|
Closed
|
|
|
25
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
–
|
-$3.39K
|
-128
|
Closed
|
|
