|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.14M
|
+$8.12M
|
+81,848
|
New
|
|
|
2
|
Joel Isaacson & Co
New York
|
$2.01M
|
+$1.16M
|
+11,693
|
+137%
|
|
|
3
|
|
$1.46M
|
+$783K
|
+7,888
|
+116%
|
|
|
4
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.36M
|
+$1.99K
|
+20
|
+0.1%
|
|
|
5
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1.13M
|
+$801K
|
+8,072
|
+244%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$772K
|
+$771K
|
+7,771
|
New
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$650K
|
+$649K
|
+6,543
|
New
|
|
|
8
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$498K
|
+$497K
|
+5,006
|
New
|
|
|
9
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$243K
|
+$243K
|
+2,447
|
New
|
|
|
10
|
Lakewood Asset Management
Naperville,
Illinois
|
$241K
|
+$241K
|
+2,428
|
New
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$233K
|
+$233K
|
+2,345
|
New
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$233K
|
+$233K
|
+2,345
|
New
|
|
|
13
|
Silver Oak Advisory Group
Portland,
Oregon
|
$221K
|
+$221K
|
+2,229
|
New
|
|
|
14
|
Kestra Private Wealth Services
Austin,
Texas
|
$218K
|
+$217K
|
+2,189
|
New
|
|
|
15
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$209K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$107K
|
+$107K
|
+1,081
|
New
|
|
|
17
|
Moser Wealth Advisors
Bellevue,
Washington
|
$99.4K
|
–
|
–
|
–
|
|
|
18
|
SJS Investment Consulting
Sylvania,
Ohio
|
$4.87K
|
+$4.86K
|
+49
|
New
|
|
|
19
|
|
$194
|
+$99
|
+1
|
New
|
|
