|
1
|
|
$32.1M
|
-$21.7M
|
-753,428
|
-41%
|
|
|
2
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$27.7M
|
-$20M
|
-694,359
|
-42%
|
|
|
3
|
Unique Wealth
Clearwater,
Florida
|
$2.13M
|
-$2.38M
|
-82,511
|
-53%
|
|
|
4
|
Tradition Wealth Management
Edina,
Minnesota
|
$2.01M
|
-$15.1K
|
-523
|
-0.8%
|
|
|
5
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$1.51M
|
+$1.5M
|
+52,029
|
New
|
|
|
6
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$800K
|
+$792K
|
+27,494
|
New
|
|
|
7
|
|
$649K
|
+$643K
|
+22,319
|
New
|
|
|
8
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$575K
|
-$545K
|
-18,913
|
-49%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$530K
|
-$88K
|
-3,053
|
-14%
|
|
|
10
|
GTS Securities
Miami,
Florida
|
$358K
|
+$355K
|
+12,307
|
New
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$215K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$155K
|
-$34.6K
|
-1,202
|
-18%
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$60.1K
|
–
|
–
|
–
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$32.6K
|
+$32.3K
|
+1,121
|
New
|
|
|
15
|
|
$18.4K
|
-$11.1K
|
-385
|
-38%
|
|
|
16
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$6.49K
|
+$6.43K
|
+223
|
New
|
|
|
17
|
CoreCap Advisors
Southfield,
Michigan
|
$1.1K
|
-$4.18K
|
-145
|
-79%
|
|
|
18
|
Farther Finance Advisors
San Francisco,
California
|
$1.05K
|
–
|
–
|
–
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$612
|
+$605
|
+21
|
New
|
|
|
20
|
Quotient Wealth Partners
Dallas,
Texas
|
–
|
-$297K
|
-10,318
|
Closed
|
|
|
21
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
–
|
-$261K
|
-9,075
|
Closed
|
|
