|
1
|
GLOBALT Investments
Atlanta,
Georgia
|
$49.5M
|
-$146K
|
-4,857
|
-0.3%
|
|
|
2
|
D.J. St. Germain
Springfield,
Massachusetts
|
$12.6M
|
+$7.22M
|
+239,374
|
+139%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.87M
|
-$128K
|
-4,250
|
-2%
|
|
|
4
|
Nova R Wealth
Overland Park,
Kansas
|
$3.69M
|
+$3.64M
|
+120,610
|
New
|
|
|
5
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.62M
|
+$513K
|
+17,024
|
+17%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$3.26M
|
-$247K
|
-8,207
|
-7%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$2.46M
|
-$156K
|
-5,184
|
-6%
|
|
|
8
|
Synovus Financial
Columbus,
Georgia
|
$2.09M
|
+$292K
|
+9,672
|
+17%
|
|
|
9
|
|
$2M
|
+$1.26M
|
+41,681
|
+175%
|
|
|
10
|
3EDGE Asset Management
Naples,
Florida
|
$1.81M
|
-$237K
|
-7,848
|
-12%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$948K
|
-$22.9K
|
-760
|
-2%
|
|
|
12
|
Simplicity Wealth
Summit,
New Jersey
|
$399K
|
+$394K
|
+13,069
|
New
|
|
|
13
|
SignatureFD
Atlanta,
Georgia
|
$193K
|
+$190K
|
+6,313
|
New
|
|
|
14
|
Breakwater Investment Management
Seattle,
Washington
|
$97.3K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22K
|
+$21.9K
|
+727
|
New
|
|
|
16
|
Creative Financial Designs
Kokomo,
Indiana
|
$18.7K
|
+$121
|
+4
|
+0.7%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$11.4K
|
-$7.6K
|
-252
|
-40%
|
|
|
18
|
|
$8.62K
|
+$3.86K
|
+128
|
+83%
|
|
|
19
|
Blue Trust Inc
Alpharetta,
Georgia
|
$92
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$2.36M
|
-78,824
|
Closed
|
|
|
21
|
Flow Traders U.S.
New York
|
–
|
-$2.02M
|
-67,705
|
Closed
|
|
