|
26
|
Truist Financial
Charlotte,
North Carolina
|
$403K
|
+$382K
|
+6,679
|
New
|
|
|
27
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$356K
|
+$337K
|
+5,894
|
New
|
|
|
28
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$321K
|
+$304K
|
+5,311
|
New
|
|
|
29
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$308K
|
+$11.8K
|
+207
|
+4%
|
|
|
30
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$265K
|
-$28.6K
|
-500
|
-10%
|
|
|
31
|
Atria Investments
Charlotte,
North Carolina
|
$257K
|
-$20.1K
|
-351
|
-8%
|
|
|
32
|
Delta Investment Management
San Francisco,
California
|
$243K
|
+$230K
|
+4,018
|
New
|
|
|
33
|
Kestra Advisory Services
Austin,
Texas
|
$231K
|
–
|
–
|
–
|
|
|
34
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$220K
|
-$73.6K
|
-1,288
|
-26%
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$150K
|
-$173K
|
-3,034
|
-54%
|
|
|
36
|
|
$69.1K
|
–
|
–
|
–
|
|
|
37
|
Creative Financial Designs
Kokomo,
Indiana
|
$50.4K
|
+$5.66K
|
+99
|
+13%
|
|
|
38
|
AssetMark Inc
Concord,
California
|
$34.5K
|
–
|
–
|
–
|
|
|
39
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34K
|
+$32.5K
|
+568
|
New
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$30K
|
+$28.4K
|
+496
|
New
|
|
|
41
|
Creekmur Asset Management
Morton,
Illinois
|
$22.5K
|
–
|
–
|
–
|
|
|
42
|
Spire Wealth Management
Mclean,
Virginia
|
$12.1K
|
–
|
–
|
–
|
|
|
43
|
|
$60
|
–
|
–
|
–
|
|
|
44
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$1.8M
|
-33,048
|
Closed
|
|
|
45
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$75.2K
|
-1,381
|
Closed
|
|
