|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.5M
|
+$10M
|
+282,542
|
+37%
|
|
|
2
|
SK Wealth Management
Providence,
Rhode Island
|
$7.07M
|
+$341K
|
+9,615
|
+5%
|
|
|
3
|
FWG Holdings
Winter Park,
Florida
|
$4.03M
|
+$1.47M
|
+41,309
|
+55%
|
|
|
4
|
InTrack Investment Management
South Burlington,
Vermont
|
$2.81M
|
+$895K
|
+25,203
|
+44%
|
|
|
5
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.69M
|
+$967K
|
+27,230
|
+53%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$2.58M
|
+$2.69M
|
+75,693
|
New
|
|
|
7
|
|
$2.18M
|
+$1.42M
|
+39,877
|
+167%
|
|
|
8
|
MFA Wealth Services
Thousand Oaks,
California
|
$1.22M
|
-$21.5K
|
-606
|
-2%
|
|
|
9
|
Founders Financial Securities
Towson,
Maryland
|
$969K
|
+$940K
|
+26,487
|
New
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$954K
|
+$992K
|
+27,948
|
New
|
|
|
11
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$629K
|
+$47.8K
|
+1,346
|
+8%
|
|
|
12
|
Element Wealth
Ridgeland,
Mississippi
|
$607K
|
+$631K
|
+17,767
|
New
|
|
|
13
|
Pathfinder Wealth Consulting
Wilmington,
North Carolina
|
$569K
|
+$591K
|
+16,658
|
New
|
|
|
14
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$304K
|
+$181K
|
+5,112
|
+135%
|
|
|
15
|
Financial Strategies Group
Okemos,
Michigan
|
$297K
|
+$274K
|
+7,715
|
New
|
|
|
16
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$267K
|
-$682K
|
-19,212
|
-71%
|
|
|
17
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$5.12K
|
–
|
–
|
–
|
|
|
18
|
|
$3.42K
|
–
|
–
|
–
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$1.65K
|
+$1.7K
|
+48
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$3K
|
-100
|
Closed
|
|
