|
1
|
Global Endowment Management
Charlotte,
North Carolina
|
$10M
|
+$10M
|
+133,210
|
New
|
|
|
2
|
Angeles Investment Advisors
Santa Monica,
California
|
$3.43M
|
+$30.8K
|
+409
|
+0.9%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.39M
|
+$1.25M
|
+16,599
|
+110%
|
|
|
4
|
Guidance Capital
Lousville,
Kentucky
|
$1.86M
|
+$106K
|
+1,403
|
+6%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$956K
|
+$956K
|
+12,698
|
New
|
|
|
6
|
BluePath Capital Management
Atlanta,
Georgia
|
$670K
|
+$216K
|
+2,866
|
+48%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$581K
|
+$152K
|
+2,018
|
+35%
|
|
|
8
|
|
$547K
|
-$3.61M
|
-47,996
|
-87%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$274K
|
+$274K
|
+3,634
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$270K
|
+$270K
|
+3,586
|
New
|
|
|
11
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$236K
|
–
|
–
|
–
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$211K
|
+$301
|
+4
|
+0.1%
|
|
|
13
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$69K
|
–
|
–
|
–
|
|
|
14
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$24.8K
|
+$24.8K
|
+330
|
New
|
|
|
15
|
CVA Family Office
Denver,
Colorado
|
$24.7K
|
–
|
–
|
–
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$23.9K
|
+$226
|
+3
|
+1%
|
|
|
17
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$13.2K
|
+$13.2K
|
+176
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.41K
|
+$9.41K
|
+125
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$57
|
+$75
|
+1
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$408K
|
-5,391
|
Closed
|
|
|
21
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
–
|
-$218K
|
-2,872
|
Closed
|
|
