|
1
|
Strid Group
Newtown Square,
Pennsylvania
|
$113M
|
+$3.14M
|
+121,014
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$16.7M
|
+$2M
|
+77,034
|
+13%
|
|
|
3
|
Anfield Capital Management
Irvine,
California
|
$2.24M
|
-$24.3K
|
-936
|
-1%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.86M
|
-$52.3K
|
-2,015
|
-3%
|
|
|
5
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.4M
|
+$1.47M
|
+56,666
|
New
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.28M
|
-$32.9K
|
-1,268
|
-2%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$591K
|
+$619K
|
+23,848
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$459K
|
+$439K
|
+16,900
|
+1,031%
|
|
|
9
|
Kestra Private Wealth Services
Austin,
Texas
|
$341K
|
-$333K
|
-12,808
|
-48%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$299K
|
-$252K
|
-9,694
|
-45%
|
|
|
11
|
Private Trust Company
Cleveland,
Ohio
|
$244K
|
–
|
–
|
–
|
|
|
12
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$89.8K
|
+$94.1K
|
+3,622
|
New
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$78.2K
|
–
|
–
|
–
|
|
|
14
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$67.7K
|
+$31.6K
|
+1,216
|
+80%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$49.6K
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$40.1K
|
-$1.17M
|
-44,996
|
-97%
|
|
|
17
|
|
$29.1K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25K
|
–
|
–
|
–
|
|
|
19
|
Avior Wealth Management
Omaha,
Nebraska
|
$10.1K
|
–
|
–
|
–
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
–
|
-$1.46M
|
-56,576
|
Closed
|
|
|
21
|
|
–
|
-$879K
|
-33,975
|
Closed
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$419K
|
-16,190
|
Closed
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$204K
|
-7,895
|
Closed
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$204K
|
-7,895
|
Closed
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$204K
|
-7,892
|
Closed
|
|
