|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$4.62M
|
-$1.55M
|
-50,221
|
-25%
|
|
|
2
|
Summit Financial
Parsippany,
New Jersey
|
$2.07M
|
-$2.37M
|
-76,742
|
-53%
|
|
|
3
|
|
$1.89M
|
+$223K
|
+7,213
|
+13%
|
|
|
4
|
Vident Advisory
Alpharetta,
Georgia
|
$1M
|
-$426K
|
-13,797
|
-29%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$824K
|
-$154K
|
-4,970
|
-15%
|
|
|
6
|
MGO One Seven
Beachwood,
Ohio
|
$750K
|
+$44.9K
|
+1,454
|
+6%
|
|
|
7
|
OneAscent Financial Services
Birmingham,
Alabama
|
$647K
|
-$255K
|
-8,255
|
-28%
|
|
|
8
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$571K
|
+$43.5K
|
+1,406
|
+8%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$561K
|
+$200K
|
+6,464
|
+53%
|
|
|
10
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$402K
|
-$8.93K
|
-289
|
-2%
|
|
|
11
|
GTS Securities
Miami,
Florida
|
$349K
|
-$888K
|
-28,742
|
-71%
|
|
|
12
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$303K
|
-$39.9K
|
-1,290
|
-11%
|
|
|
13
|
WorthPointe
La Jolla,
California
|
$272K
|
+$22.2K
|
+718
|
+9%
|
|
|
14
|
Focus Financial Network
Minneapolis,
Minnesota
|
$271K
|
-$27.4K
|
-886
|
-9%
|
|
|
15
|
Two Sigma Investments
New York
|
$226K
|
+$232K
|
+7,500
|
New
|
|
|
16
|
Global Assets Advisory
Orlando,
Florida
|
$97.2K
|
+$107K
|
+3,471
|
New
|
|
|
17
|
|
$93.6K
|
-$156K
|
-5,048
|
-62%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$83.5K
|
+$85.7K
|
+2,773
|
New
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$45.7K
|
–
|
–
|
–
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
$12.7K
|
–
|
–
|
–
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$7.96K
|
–
|
–
|
–
|
|
|
22
|
Clarity Asset Management
Ames,
Iowa
|
$2.73K
|
–
|
–
|
–
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.68K
|
–
|
–
|
–
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$2.27K
|
+$2.32K
|
+75
|
New
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$52.7K
|
-1,750
|
Closed
|
|
