|
1
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$15.5M
|
-$4.86M
|
-193,845
|
-24%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.49M
|
+$480K
|
+19,173
|
+10%
|
|
|
3
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$4.32M
|
-$499K
|
-19,896
|
-10%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$2.86M
|
+$388K
|
+15,474
|
+16%
|
|
|
5
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.62M
|
-$401K
|
-16,009
|
-13%
|
|
|
6
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.17M
|
-$63.3K
|
-2,526
|
-3%
|
|
|
7
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$1.9M
|
+$1.33M
|
+52,952
|
+231%
|
|
|
8
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$1.15M
|
–
|
–
|
–
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.08M
|
+$327K
|
+13,063
|
+44%
|
|
|
10
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$647K
|
–
|
–
|
–
|
|
|
11
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$491K
|
-$17.7K
|
-708
|
-3%
|
|
|
12
|
Belpointe Asset Management
Reno,
Nevada
|
$431K
|
+$431K
|
+17,196
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$405K
|
-$58.7K
|
-2,343
|
-13%
|
|
|
14
|
Opulen Financial Group
Arlington,
Virginia
|
$399K
|
-$12.2K
|
-486
|
-3%
|
|
|
15
|
|
$270K
|
+$270K
|
+10,772
|
New
|
|
|
16
|
Rockefeller Capital Management
New York
|
$96.6K
|
+$96.6K
|
+3,855
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$37.3K
|
+$37.3K
|
+1,488
|
New
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.94K
|
+$5.94K
|
+237
|
New
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.93K
|
+$2.71K
|
+108
|
+220%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$3.33K
|
+$3.33K
|
+133
|
New
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$2K
|
+$2K
|
+80
|
New
|
|
|
22
|
Golden State Wealth Management
Santa Ana,
California
|
$676
|
–
|
–
|
–
|
|
