|
1
|
|
$45.5M
|
+$46M
|
+1,597,117
|
New
|
|
|
2
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$41.1M
|
+$41.6M
|
+1,444,766
|
New
|
|
|
3
|
Unique Wealth
Clearwater,
Florida
|
$3.28M
|
+$3.32M
|
+115,273
|
New
|
|
|
4
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.84M
|
+$52.6K
|
+1,826
|
+3%
|
|
|
5
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$921K
|
+$932K
|
+32,355
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$678K
|
-$47.9K
|
-1,663
|
-7%
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$314K
|
-$181K
|
-6,300
|
-36%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$282K
|
+$40.4K
|
+1,401
|
+16%
|
|
|
9
|
Quotient Wealth Partners
Dallas,
Texas
|
$259K
|
+$262K
|
+9,094
|
New
|
|
|
10
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$247K
|
+$250K
|
+8,670
|
New
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$105K
|
–
|
–
|
–
|
|
|
12
|
|
$15K
|
-$29
|
-1
|
-0.2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$6.32K
|
-$3.74K
|
-130
|
-37%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
–
|
-$211K
|
-7,528
|
Closed
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$67.9K
|
-2,419
|
Closed
|
|
|
16
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$66.3K
|
-2,261
|
Closed
|
|
