|
1
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$9.9M
|
+$167K
|
+6,717
|
+2%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$6.17M
|
+$54.5K
|
+2,199
|
+0.9%
|
|
|
3
|
Equitable Holdings
New York
|
$3.48M
|
+$194K
|
+7,809
|
+6%
|
|
|
4
|
L2 Asset Management
Wayland,
Massachusetts
|
$1.73M
|
+$52.2K
|
+2,107
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.53M
|
+$44K
|
+1,774
|
+3%
|
|
|
6
|
Global Financial Private Client
Sarasota,
Florida
|
$699K
|
-$9.22K
|
-372
|
-1%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$547K
|
+$130K
|
+5,230
|
+31%
|
|
|
8
|
|
$421K
|
-$454K
|
-18,323
|
-52%
|
|
|
9
|
Farther Finance Advisors
San Francisco,
California
|
$357K
|
-$138K
|
-5,551
|
-28%
|
|
|
10
|
Beacon Financial Group
Dallas,
Texas
|
$275K
|
+$275K
|
+11,097
|
New
|
|
|
11
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$247K
|
-$3.12K
|
-126
|
-1%
|
|
|
12
|
Integrity Wealth Solutions
Denver,
Colorado
|
$206K
|
+$2.28K
|
+92
|
+1%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$22.3K
|
–
|
–
|
–
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.21M
|
-48,547
|
Closed
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$636K
|
-25,555
|
Closed
|
|
|
16
|
MONECO Advisors
Fairfield,
Connecticut
|
–
|
-$309K
|
-12,406
|
Closed
|
|
