|
1
|
Systelligence LLC
Bloomington,
Minnesota
|
$4.88M
|
+$190K
|
+7,501
|
+4%
|
|
|
2
|
MML Investors Services
Springfield,
Massachusetts
|
$2.12M
|
+$74.5K
|
+2,939
|
+4%
|
|
|
3
|
|
$1.98M
|
-$1.11M
|
-43,665
|
-35%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.86M
|
-$2.73M
|
-107,584
|
-59%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.48M
|
+$94.3K
|
+3,718
|
+7%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.2M
|
-$2.95M
|
-116,499
|
-71%
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$1.08M
|
+$315K
|
+12,407
|
+39%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$666K
|
+$464K
|
+18,309
|
+209%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$442K
|
+$151K
|
+5,970
|
+50%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$257K
|
+$9.03K
|
+356
|
+4%
|
|
|
11
|
Strategic Financial Concepts
San Antonio,
Texas
|
$223K
|
+$229K
|
+9,043
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$218K
|
+$224K
|
+8,833
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$209K
|
+$62.2K
|
+2,453
|
+41%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$127K
|
+$5.07K
|
+200
|
+4%
|
|
|
15
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$38.2K
|
–
|
–
|
–
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$13.6K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$7.49K
|
-$65.4K
|
-2,580
|
-89%
|
|
|
18
|
|
$6.95K
|
+$7.15K
|
+282
|
New
|
|
|
19
|
Pathway Financial Advisers
Auburn,
Indiana
|
$6.71K
|
+$6.9K
|
+272
|
New
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$1.72K
|
+$25
|
+1
|
+1%
|
|
|
21
|
Impact Partnership Wealth
Marietta,
Georgia
|
$1.65K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$22
|
+$25
|
+1
|
New
|
|
|
23
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$5.12M
|
-198,504
|
Closed
|
|
|
24
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$5.12M
|
-198,339
|
Closed
|
|
|
25
|
Colony Group
Boston,
Massachusetts
|
–
|
-$450K
|
-17,437
|
Closed
|
|
