|
1
|
Apollo Management Holdings
New York
|
$12.1M
|
+$12M
|
+481,880
|
New
|
|
|
2
|
|
$8.92M
|
-$1.14M
|
-46,034
|
-12%
|
|
|
3
|
Impact Partnership Wealth
Marietta,
Georgia
|
$7.49M
|
+$7.37M
|
+297,223
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.05M
|
-$2.73M
|
-110,007
|
-31%
|
|
|
5
|
Auour Investments
Woburn,
Massachusetts
|
$4.07M
|
+$1.78M
|
+71,573
|
+80%
|
|
|
6
|
|
$1.85M
|
+$707K
|
+28,502
|
+64%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$1.62M
|
+$1.59M
|
+64,160
|
New
|
|
|
8
|
|
$770K
|
-$5.04M
|
-203,157
|
-87%
|
|
|
9
|
|
$719K
|
-$6.42M
|
-258,658
|
-90%
|
|
|
10
|
Napa Wealth Management
Napa,
California
|
$463K
|
+$455K
|
+18,358
|
New
|
|
|
11
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$295K
|
+$290K
|
+11,701
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$243K
|
+$240K
|
+9,659
|
New
|
|
|
13
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$237K
|
+$233K
|
+9,400
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$228K
|
+$225K
|
+9,062
|
New
|
|
|
15
|
Realta Investment Advisors
Wilmington,
Delaware
|
$202K
|
+$199K
|
+8,009
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$82.3K
|
+$81K
|
+3,265
|
New
|
|
|
17
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$46K
|
+$23.5K
|
+946
|
+108%
|
|
|
18
|
Crews Bank & Trust
Wauchula,
Florida
|
$42.8K
|
+$42.2K
|
+1,700
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5K
|
+$4.54K
|
+183
|
New
|
|
|
20
|
Byrne Asset Management
Kingston,
New Jersey
|
$2.52K
|
–
|
–
|
–
|
|
|
21
|
|
–
|
-$7.51M
|
-300,000
|
Closed
|
|
|
22
|
Diameter Capital Partners
New York
|
–
|
-$1.6M
|
-63,800
|
Closed
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$298K
|
-11,898
|
Closed
|
|
