|
1
|
Palladium Partners
Norfolk,
Virginia
|
$15M
|
+$605K
|
+21,767
|
+5%
|
|
|
2
|
Systelligence LLC
Bloomington,
Minnesota
|
$10.7M
|
+$9.94M
|
+357,757
|
New
|
|
|
3
|
Avalon Capital Management
Port Of Redwood City,
California
|
$5.38M
|
+$5.01M
|
+180,285
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.27M
|
-$821K
|
-29,554
|
-21%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.16M
|
-$275K
|
-9,883
|
-9%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.11M
|
+$37.7K
|
+1,358
|
+4%
|
|
|
7
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.02M
|
+$947K
|
+34,077
|
New
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$890K
|
+$828K
|
+29,793
|
New
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$861K
|
-$2.53M
|
-90,983
|
-76%
|
|
|
10
|
Transcend Capital Advisors
Madison,
New Jersey
|
$800K
|
+$744K
|
+26,788
|
New
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$590K
|
+$29.3K
|
+1,056
|
+6%
|
|
|
12
|
|
$353K
|
+$323K
|
+11,631
|
+5,410%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$307K
|
+$248K
|
+8,913
|
+646%
|
|
|
14
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$291K
|
-$7.42K
|
-267
|
-3%
|
|
|
15
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$282K
|
-$76.6K
|
-2,757
|
-23%
|
|
|
16
|
GeoWealth Management
Chicago,
Illinois
|
$268K
|
+$253K
|
+9,090
|
New
|
|
|
17
|
Intrust Bank
Wichita,
Kansas
|
$260K
|
+$2.94K
|
+106
|
+1%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$221K
|
+$206K
|
+7,411
|
New
|
|
|
19
|
Gradient Investments
Arden Hills,
Minnesota
|
$49K
|
–
|
–
|
–
|
|
|
20
|
|
$27K
|
–
|
–
|
–
|
|
|
21
|
Meeder Asset Management
Dublin,
Ohio
|
$22K
|
–
|
–
|
–
|
|
|
22
|
Parallel Advisors
San Francisco,
California
|
$4K
|
+$28
|
+1
|
+0.7%
|
|
|
23
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1K
|
+$722
|
+26
|
New
|
|
|
24
|
|
–
|
-$17.2M
|
-688,000
|
Closed
|
|
|
25
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
–
|
-$5.71M
|
-226,389
|
Closed
|
|
