|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$6.13M
|
-$2.57M
|
-84,920
|
-29%
|
|
|
2
|
Summit Financial
Parsippany,
New Jersey
|
$4.38M
|
+$113K
|
+3,754
|
+3%
|
|
|
3
|
|
$1.67M
|
-$1.19M
|
-39,295
|
-41%
|
|
|
4
|
Vident Advisory
Alpharetta,
Georgia
|
$1.42M
|
-$379K
|
-12,553
|
-21%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$1.21M
|
+$305K
|
+10,079
|
+33%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$973K
|
-$271K
|
-8,980
|
-22%
|
|
|
7
|
OneAscent Financial Services
Birmingham,
Alabama
|
$896K
|
+$111K
|
+3,661
|
+14%
|
|
|
8
|
MGO One Seven
Beachwood,
Ohio
|
$706K
|
+$202K
|
+6,690
|
+40%
|
|
|
9
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$528K
|
-$1.72K
|
-57
|
-0.3%
|
|
|
10
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$411K
|
-$551K
|
-18,228
|
-57%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$366K
|
-$5.26K
|
-174
|
-1%
|
|
|
12
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$341K
|
–
|
–
|
–
|
|
|
13
|
Focus Financial Network
Minneapolis,
Minnesota
|
$298K
|
+$2.27K
|
+75
|
+0.8%
|
|
|
14
|
WorthPointe
La Jolla,
California
|
$251K
|
+$252K
|
+8,329
|
New
|
|
|
15
|
|
$246K
|
+$247K
|
+8,157
|
+815,700%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$52.7K
|
+$52.9K
|
+1,750
|
New
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$45.7K
|
+$423
|
+14
|
+0.9%
|
|
|
18
|
MAI Capital Management
Independence,
Ohio
|
$12.7K
|
–
|
–
|
–
|
|
|
19
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
$12K
|
–
|
–
|
–
|
|
|
20
|
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
|
$12K
|
–
|
–
|
–
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$7.96K
|
-$15.8K
|
-523
|
-66%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
23
|
Clarity Asset Management
Ames,
Iowa
|
$2.73K
|
+$30
|
+1
|
+1%
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$903
|
–
|
–
|
–
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$211K
|
-6,820
|
Closed
|
|
