|
1
|
GLOBALT Investments
Atlanta,
Georgia
|
$48.6M
|
+$49.5M
|
+1,626,284
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.83M
|
+$7.96M
|
+261,674
|
New
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
$5.14M
|
+$4.82M
|
+158,529
|
+1,176%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$3.44M
|
+$3.5M
|
+114,929
|
New
|
|
|
5
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.04M
|
+$3.09M
|
+101,564
|
New
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$2.56M
|
+$2.6M
|
+85,599
|
New
|
|
|
7
|
|
$2.36M
|
-$2.47M
|
-81,176
|
-51%
|
|
|
8
|
Flow Traders U.S.
New York
|
$2.02M
|
+$958K
|
+31,514
|
+87%
|
|
|
9
|
3EDGE Asset Management
Naples,
Florida
|
$2.01M
|
+$2.04M
|
+67,100
|
New
|
|
|
10
|
Synovus Financial
Columbus,
Georgia
|
$1.75M
|
+$1.78M
|
+58,613
|
New
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$950K
|
+$966K
|
+31,775
|
New
|
|
|
12
|
|
$711K
|
-$1.22M
|
-39,989
|
-63%
|
|
|
13
|
Breakwater Investment Management
Seattle,
Washington
|
$95.2K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$18.7K
|
+$19K
|
+626
|
New
|
|
|
15
|
Creative Financial Designs
Kokomo,
Indiana
|
$18.1K
|
+$18.5K
|
+607
|
New
|
|
|
16
|
|
$4.61K
|
+$4.68K
|
+154
|
New
|
|
|
17
|
Blue Trust Inc
Alpharetta,
Georgia
|
$90
|
+$91
|
+3
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$6.26M
|
-200,000
|
Closed
|
|
|
19
|
|
–
|
-$6.26M
|
-200,000
|
Closed
|
|
|
20
|
|
–
|
-$6.26M
|
-200,000
|
Closed
|
|
