|
1
|
Burney Company
Reston,
Virginia
|
$431M
|
+$24.7M
|
+448,743
|
+6%
|
|
|
2
|
Triad Wealth Partners
Lawrence,
Kansas
|
$3.79M
|
-$3.38M
|
-61,427
|
-49%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.54M
|
-$352K
|
-6,391
|
-10%
|
|
|
4
|
Canal Capital Management
Richmond,
Virginia
|
$2.13M
|
–
|
–
|
–
|
|
|
5
|
Fiduciary Planning
Englewood,
Florida
|
$785K
|
-$32.9K
|
-598
|
-4%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$404K
|
-$991K
|
-17,983
|
-72%
|
|
|
7
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$374K
|
-$3.42K
|
-62
|
-1%
|
|
|
8
|
Meridian Financial Partners
Warrenton,
Virginia
|
$339K
|
–
|
–
|
–
|
|
|
9
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$242K
|
–
|
–
|
–
|
|
|
10
|
Impact Partnership Wealth
Marietta,
Georgia
|
$239K
|
+$226K
|
+4,105
|
New
|
|
|
11
|
Larson Financial Group
St Louis,
Missouri
|
$93.1K
|
+$88.1K
|
+1,600
|
New
|
|
|
12
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$81K
|
+$76.6K
|
+1,391
|
New
|
|
|
13
|
Creative Financial Designs
Kokomo,
Indiana
|
$53.1K
|
+$50.2K
|
+912
|
New
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$41.3K
|
+$39.1K
|
+709
|
New
|
|
|
15
|
Evolution Wealth Management
Fort Myers,
Florida
|
$2.21K
|
+$2.09K
|
+38
|
New
|
|
|
16
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.2K
|
+$769K
|
+13,962
|
+0.8%
|
|
|
17
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$13.5M
|
-277,681
|
Closed
|
|
|
18
|
GTS Securities
Miami,
Florida
|
–
|
-$637K
|
-13,058
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$33.4K
|
-686
|
Closed
|
|
