|
1
|
Strid Group
Newtown Square,
Pennsylvania
|
$117M
|
+$3.53M
|
+136,366
|
+3%
|
|
|
2
|
Synergy Asset Management
Vancouver,
Washington
|
$5.77M
|
+$5.55M
|
+214,301
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.47M
|
+$151K
|
+5,814
|
+5%
|
|
|
4
|
Veritable
Wilmington,
Delaware
|
$1.61M
|
–
|
–
|
–
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.46M
|
-$38.2K
|
-1,473
|
-3%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$838K
|
-$100K
|
-3,854
|
-11%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$677K
|
-$201K
|
-7,748
|
-24%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$677K
|
-$201K
|
-7,748
|
-24%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$250K
|
-$11.3K
|
-438
|
-5%
|
|
|
10
|
One Plus One Wealth Management
Jupiter,
Florida
|
$236K
|
–
|
–
|
–
|
|
|
11
|
Western Wealth Management
Golden,
Colorado
|
$212K
|
+$203K
|
+7,846
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$204K
|
-$544
|
-21
|
-0.3%
|
|
|
13
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$63K
|
–
|
–
|
–
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$43K
|
–
|
–
|
–
|
|
|
15
|
|
$32K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$8K
|
–
|
–
|
–
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$6K
|
-$65.3K
|
-2,520
|
-92%
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$3K
|
+$3.16K
|
+122
|
New
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$485K
|
-18,276
|
Closed
|
|
|
21
|
|
–
|
-$299K
|
-11,273
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$5K
|
-179
|
Closed
|
|
