|
1
|
GLOBALT Investments
Atlanta,
Georgia
|
$48.5M
|
-$906K
|
-29,950
|
-2%
|
|
|
2
|
D.J. St. Germain
Springfield,
Massachusetts
|
$15M
|
+$2.4M
|
+79,497
|
+19%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.07M
|
+$222K
|
+7,338
|
+3%
|
|
|
4
|
Nova R Wealth
Overland Park,
Kansas
|
$3.48M
|
-$199K
|
-6,578
|
-5%
|
|
|
5
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.37M
|
-$247K
|
-8,182
|
-7%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$3.13M
|
-$123K
|
-4,073
|
-4%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$2.59M
|
+$137K
|
+4,539
|
+6%
|
|
|
8
|
Synovus Financial
Columbus,
Georgia
|
$1.95M
|
-$136K
|
-4,481
|
-7%
|
|
|
9
|
3EDGE Asset Management
Naples,
Florida
|
$1.4M
|
-$400K
|
-13,217
|
-22%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$985K
|
+$38.6K
|
+1,276
|
+4%
|
|
|
11
|
|
$931K
|
-$1.06M
|
-34,929
|
-53%
|
|
|
12
|
Simplicity Wealth
Summit,
New Jersey
|
$859K
|
+$457K
|
+15,109
|
+116%
|
|
|
13
|
Flow Traders U.S.
New York
|
$492K
|
+$488K
|
+16,146
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$290K
|
+$287K
|
+9,499
|
New
|
|
|
15
|
Breakwater Investment Management
Seattle,
Washington
|
$97.1K
|
–
|
–
|
–
|
|
|
16
|
Creative Financial Designs
Kokomo,
Indiana
|
$18.8K
|
+$181
|
+6
|
+1%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$12.6K
|
+$1.21K
|
+40
|
+11%
|
|
|
18
|
|
$6.25K
|
-$2.33K
|
-77
|
-27%
|
|
|
19
|
|
$2.77K
|
+$2.75K
|
+91
|
New
|
|
|
20
|
CoreCap Advisors
Southfield,
Michigan
|
$2.26K
|
+$2.24K
|
+74
|
New
|
|
|
21
|
SouthState Corp
Winter Haven,
Florida
|
$945
|
+$938
|
+31
|
New
|
|
|
22
|
Blue Trust Inc
Alpharetta,
Georgia
|
$91
|
–
|
–
|
–
|
|
|
23
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$193K
|
-6,313
|
Closed
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$22K
|
-727
|
Closed
|
|
