|
1
|
Burney Company
Reston,
Virginia
|
$339M
|
-$9.91M
|
-197,673
|
-3%
|
|
|
2
|
Coppell Advisory Solutions
Coppell,
Texas
|
$84.3M
|
+$7.05M
|
+140,675
|
+9%
|
|
|
3
|
Empowered Funds
Havertown,
Pennsylvania
|
$13.5M
|
+$13.9M
|
+277,681
|
New
|
|
|
4
|
Triad Wealth Partners
Lawrence,
Kansas
|
$6.17M
|
-$2.33M
|
-46,424
|
-27%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.28M
|
-$196K
|
-3,913
|
-6%
|
|
|
6
|
Canal Capital Management
Richmond,
Virginia
|
$1.78M
|
–
|
–
|
–
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.22M
|
+$1.25M
|
+24,924
|
New
|
|
|
8
|
Fiduciary Planning
Englewood,
Florida
|
$687K
|
-$7.42K
|
-148
|
-1%
|
|
|
9
|
GTS Securities
Miami,
Florida
|
$637K
|
-$840K
|
-16,747
|
-56%
|
|
|
10
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$316K
|
+$1.1K
|
+22
|
+0.3%
|
|
|
11
|
Meridian Financial Partners
Warrenton,
Virginia
|
$288K
|
–
|
–
|
–
|
|
|
12
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$202K
|
-$68.3K
|
-1,363
|
-25%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$33.4K
|
+$34.4K
|
+686
|
New
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$54.2K
|
-1,075
|
Closed
|
|
