|
1
|
Armis Advisers
Atlanta,
Georgia
|
$20.7M
|
+$20.9M
|
+607,993
|
New
|
|
|
2
|
Bison Wealth
Atlanta,
Georgia
|
$4.69M
|
+$2.81M
|
+81,628
|
+147%
|
|
|
3
|
Holcombe Financial
Atlanta,
Georgia
|
$2.23M
|
+$2.25M
|
+65,392
|
New
|
|
|
4
|
Comerica Bank
Dallas,
Texas
|
$1.11M
|
–
|
–
|
–
|
|
|
5
|
|
$916K
|
+$656K
|
+19,063
|
+245%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$715K
|
+$721K
|
+20,955
|
New
|
|
|
7
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$715K
|
+$721K
|
+20,955
|
New
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$600K
|
+$337K
|
+9,787
|
+126%
|
|
|
9
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$528K
|
+$7.19K
|
+209
|
+1%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$427K
|
+$431K
|
+12,524
|
New
|
|
|
11
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$426K
|
-$11K
|
-321
|
-3%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$426K
|
+$429K
|
+12,478
|
New
|
|
|
13
|
PKS Advisory Services
Albany,
New York
|
$376K
|
+$379K
|
+11,026
|
New
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$241K
|
+$243K
|
+7,072
|
New
|
|
|
15
|
REAP Financial Group
Austin,
Texas
|
$190K
|
-$19.9K
|
-578
|
-9%
|
|
|
16
|
|
$18.1K
|
-$6.88K
|
-200
|
-27%
|
|
|
17
|
Luminist Capital
Grand Rapids,
Michigan
|
$14.6K
|
+$14.8K
|
+429
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.13K
|
+$998
|
+29
|
+725%
|
|
|
19
|
GTS Securities
Miami,
Florida
|
–
|
-$396K
|
-11,732
|
Closed
|
|
|
20
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
–
|
-$259K
|
-7,668
|
Closed
|
|
