|
1
|
Strid Group
Newtown Square,
Pennsylvania
|
$115M
|
+$3.54M
|
+138,373
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$15.4M
|
-$677K
|
-26,485
|
-4%
|
|
|
3
|
Anfield Capital Management
Irvine,
California
|
$2.36M
|
+$223K
|
+8,736
|
+11%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.99M
|
+$205K
|
+8,030
|
+12%
|
|
|
5
|
Veritable
Wilmington,
Delaware
|
$1.46M
|
+$145K
|
+5,651
|
+11%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.37M
|
-$52.4K
|
-2,050
|
-4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.21M
|
-$183K
|
-7,149
|
-13%
|
|
|
8
|
|
$879K
|
+$869K
|
+33,975
|
New
|
|
|
9
|
Kestra Private Wealth Services
Austin,
Texas
|
$687K
|
+$679K
|
+26,563
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$563K
|
-$196K
|
-7,650
|
-26%
|
|
|
11
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$419K
|
+$414K
|
+16,190
|
New
|
|
|
12
|
Private Trust Company
Cleveland,
Ohio
|
$255K
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$204K
|
-$188K
|
-7,364
|
-48%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$204K
|
-$188K
|
-7,364
|
-48%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$204K
|
+$202K
|
+7,892
|
New
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$81.6K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$51.7K
|
+$51.1K
|
+2,000
|
+200,000%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$42.4K
|
–
|
–
|
–
|
|
|
19
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$39.2K
|
+$38.7K
|
+1,515
|
New
|
|
|
20
|
|
$30.3K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26K
|
–
|
–
|
–
|
|
|
22
|
Avior Wealth Management
Omaha,
Nebraska
|
$10.5K
|
–
|
–
|
–
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.13K
|
+$9.03K
|
+353
|
New
|
|
|
24
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2.59K
|
+$2.56K
|
+100
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$207
|
+$205
|
+8
|
New
|
|
