|
1
|
|
$49.3M
|
+$3.63M
|
+131,441
|
+8%
|
|
|
2
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$44.5M
|
+$3.18M
|
+114,983
|
+8%
|
|
|
3
|
Unique Wealth
Clearwater,
Florida
|
$3.66M
|
+$364K
|
+13,184
|
+11%
|
|
|
4
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.76M
|
-$84.5K
|
-3,058
|
-5%
|
|
|
5
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.04M
|
+$110K
|
+3,966
|
+12%
|
|
|
6
|
GTS Securities
Miami,
Florida
|
$752K
|
+$424K
|
+15,324
|
+139%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$596K
|
-$80.2K
|
-2,900
|
-12%
|
|
|
8
|
Quotient Wealth Partners
Dallas,
Texas
|
$295K
|
+$34.1K
|
+1,233
|
+14%
|
|
|
9
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$251K
|
+$3.95K
|
+143
|
+2%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$211K
|
+$102K
|
+3,691
|
+100%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$158K
|
+$153K
|
+5,545
|
New
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$58.9K
|
+$57.1K
|
+2,065
|
New
|
|
|
13
|
|
$15K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$7.9K
|
+$1.52K
|
+55
|
+25%
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$1.01K
|
+$968
|
+35
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$282K
|
-9,914
|
Closed
|
|
