|
1
|
Delta Investment Management
San Francisco,
California
|
$13.7M
|
+$13.4M
|
+427,545
|
New
|
|
|
2
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$12.5M
|
+$12.3M
|
+391,355
|
New
|
|
|
3
|
Victory Financial Group
Austin,
Texas
|
$4.86M
|
+$63.1K
|
+2,015
|
+1%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.28M
|
-$329K
|
-10,511
|
-7%
|
|
|
5
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$3.04M
|
-$125
|
-4
|
-0%
|
|
|
6
|
Cox Capital Management
Andover,
Massachusetts
|
$2.52M
|
+$2.46M
|
+78,489
|
New
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$1.7M
|
-$389K
|
-12,411
|
-19%
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$932K
|
+$179K
|
+5,726
|
+25%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$770K
|
-$1.79M
|
-57,096
|
-70%
|
|
|
10
|
&Partners
Nashville,
Tennessee
|
$740K
|
+$13.3K
|
+425
|
+2%
|
|
|
11
|
Davenport & Co
Richmond,
Virginia
|
$371K
|
+$363K
|
+11,586
|
New
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$12.8K
|
+$12.5K
|
+400
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$8.14K
|
-$4.6K
|
-147
|
-37%
|
|
|
14
|
|
$2.44K
|
+$2.38K
|
+76
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$552K
|
-18,211
|
Closed
|
|
