|
1
|
Southern Financial Group
Birmingham,
Alabama
|
$70M
|
+$2.47M
|
+49,603
|
+4%
|
|
|
2
|
Townsend & Associates
Westminster,
Colorado
|
$46.9M
|
+$1.11M
|
+22,282
|
+2%
|
|
|
3
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.3M
|
+$2.96M
|
+59,291
|
+26%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$10.4M
|
+$10.4M
|
+208,310
|
New
|
|
|
5
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$9.45M
|
-$96.9K
|
-1,942
|
-1%
|
|
|
6
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$8.21M
|
+$8.26M
|
+165,509
|
New
|
|
|
7
|
Colonial River Investments
Midlothian,
Virginia
|
$4.94M
|
+$4.94M
|
+99,081
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.42M
|
+$175K
|
+3,508
|
+5%
|
|
|
9
|
QTR Family Wealth
Lake Mary,
Florida
|
$2.12M
|
+$157K
|
+3,156
|
+8%
|
|
|
10
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.95M
|
+$84.3K
|
+1,691
|
+5%
|
|
|
11
|
|
$1.79M
|
+$839K
|
+16,825
|
+88%
|
|
|
12
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$679K
|
+$148K
|
+2,972
|
+28%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$552K
|
+$8.53K
|
+171
|
+2%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$311K
|
+$48.3K
|
+968
|
+18%
|
|
|
15
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$299K
|
+$299K
|
+5,993
|
New
|
|
|
16
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$254K
|
+$2.39K
|
+48
|
+1%
|
|
|
17
|
Cary Street Partners
Richmond,
Virginia
|
$203K
|
+$203K
|
+4,075
|
New
|
|
|
18
|
Private Trust Company
Cleveland,
Ohio
|
$19.8K
|
+$19.8K
|
+397
|
New
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$9.22K
|
+$9.23K
|
+185
|
New
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$358K
|
-7,213
|
Closed
|
|
