|
1
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$8.52M
|
+$100K
|
+3,995
|
+1%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$5.52M
|
+$5.52M
|
+219,864
|
New
|
|
|
3
|
Equitable Holdings
New York
|
$2.47M
|
-$373K
|
-14,872
|
-13%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.81M
|
+$204K
|
+8,125
|
+13%
|
|
|
5
|
L2 Asset Management
Wayland,
Massachusetts
|
$1.59M
|
+$94.9K
|
+3,783
|
+6%
|
|
|
6
|
Farther Finance Advisors
San Francisco,
California
|
$805K
|
+$806K
|
+32,109
|
New
|
|
|
7
|
Gradient Investments
Arden Hills,
Minnesota
|
$729K
|
+$729K
|
+29,046
|
New
|
|
|
8
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$675K
|
+$47.1K
|
+1,876
|
+7%
|
|
|
9
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$607K
|
–
|
–
|
–
|
|
|
10
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$575K
|
+$575K
|
+22,908
|
New
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$558K
|
+$139K
|
+5,540
|
+33%
|
|
|
12
|
Global Financial Private Client
Sarasota,
Florida
|
$413K
|
-$8.05K
|
-321
|
-2%
|
|
|
13
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$287K
|
+$287K
|
+11,422
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.01K
|
+$3.01K
|
+120
|
New
|
|
|
15
|
|
–
|
-$669K
|
-26,601
|
Closed
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$431K
|
-17,128
|
Closed
|
|
|
17
|
Beacon Financial Group
Dallas,
Texas
|
–
|
-$221K
|
-8,783
|
Closed
|
|
