|
1
|
Atria Investments
Charlotte,
North Carolina
|
$5.12M
|
-$486K
|
-18,881
|
-9%
|
|
|
2
|
OneAscent Financial Services
Birmingham,
Alabama
|
$5.12M
|
-$427K
|
-16,572
|
-8%
|
|
|
3
|
Systelligence LLC
Bloomington,
Minnesota
|
$4.92M
|
-$2.7M
|
-104,999
|
-36%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.72M
|
+$3.44M
|
+133,503
|
+269%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.26M
|
+$4.25M
|
+165,169
|
New
|
|
|
6
|
|
$3.2M
|
+$2.78M
|
+107,919
|
+675%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$2.14M
|
+$941K
|
+36,568
|
+79%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.45M
|
+$137K
|
+5,318
|
+10%
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$813K
|
+$256K
|
+9,947
|
+46%
|
|
|
10
|
Colony Group
Boston,
Massachusetts
|
$450K
|
–
|
–
|
–
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$309K
|
-$19.3K
|
-750
|
-6%
|
|
|
12
|
International Assets Investment Management
Orlando,
Florida
|
$262K
|
+$138K
|
+5,364
|
New
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$259K
|
+$41K
|
+1,592
|
+19%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$226K
|
+$225K
|
+8,745
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$156K
|
+$7.95K
|
+309
|
+5%
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$128K
|
+$14K
|
+545
|
+12%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$74.4K
|
+$73.9K
|
+2,873
|
+26,118%
|
|
|
18
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$40K
|
-$7.72K
|
-300
|
-16%
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$14.2K
|
–
|
–
|
–
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$1.81K
|
–
|
–
|
–
|
|
|
21
|
Impact Partnership Wealth
Marietta,
Georgia
|
$1.73K
|
+$1.72K
|
+67
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$7
|
–
|
–
|
–
|
|
|
23
|
Retirement Guys Formula
Maumee,
Ohio
|
–
|
-$2.36M
|
-89,920
|
Closed
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$316K
|
-12,048
|
Closed
|
|
|
25
|
|
–
|
-$286K
|
-10,905
|
Closed
|
|
