|
1
|
Systelligence LLC
Bloomington,
Minnesota
|
$7.75M
|
+$89.5K
|
+3,483
|
+1%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$5.7M
|
+$98K
|
+3,814
|
+2%
|
|
|
3
|
OneAscent Financial Services
Birmingham,
Alabama
|
$5.63M
|
+$35.8K
|
+1,395
|
+0.7%
|
|
|
4
|
Retirement Guys Formula
Maumee,
Ohio
|
$2.36M
|
+$2.31M
|
+89,920
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.33M
|
+$135K
|
+5,264
|
+12%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.3M
|
-$705K
|
-27,424
|
-36%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$1.22M
|
-$31K
|
-1,206
|
-3%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$565K
|
+$210K
|
+8,189
|
+61%
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
$457K
|
–
|
–
|
–
|
|
|
10
|
|
$419K
|
-$375K
|
-14,605
|
-48%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$334K
|
-$220K
|
-8,549
|
-40%
|
|
|
12
|
Cetera Advisors
Denver,
Colorado
|
$316K
|
-$64K
|
-2,492
|
-17%
|
|
|
13
|
|
$286K
|
-$150K
|
-5,831
|
-35%
|
|
|
14
|
Meridian Wealth Management
Lexington,
Kentucky
|
$231K
|
–
|
–
|
–
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$222K
|
-$12.3K
|
-478
|
-5%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$150K
|
-$49.2K
|
-1,913
|
-25%
|
|
|
17
|
Belpointe Asset Management
Reno,
Nevada
|
$145K
|
-$95.6K
|
-3,721
|
-40%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$116K
|
–
|
–
|
–
|
|
|
19
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$48.5K
|
–
|
–
|
–
|
|
|
20
|
Accel Wealth Management
Waverly,
Iowa
|
$20.6K
|
–
|
–
|
–
|
|
|
21
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$14.9K
|
+$14.6K
|
+570
|
New
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$14.4K
|
–
|
–
|
–
|
|
|
23
|
Pathway Financial Advisers
Auburn,
Indiana
|
$7K
|
+$26
|
+1
|
+0.4%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$1.81K
|
+$26
|
+1
|
+1%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$288
|
-$28.6K
|
-1,112
|
-99%
|
|
