|
1
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$8.66M
|
+$176K
|
+7,019
|
+2%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$5.69M
|
+$5.69M
|
+227,126
|
New
|
|
|
3
|
Equitable Holdings
New York
|
$2.82M
|
+$260K
|
+10,386
|
+10%
|
|
|
4
|
L2 Asset Management
Wayland,
Massachusetts
|
$1.59M
|
+$94.7K
|
+3,782
|
+6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.15M
|
+$88.7K
|
+3,540
|
+8%
|
|
|
6
|
|
$969K
|
-$37.8K
|
-1,510
|
-4%
|
|
|
7
|
Farther Finance Advisors
San Francisco,
California
|
$784K
|
+$784K
|
+31,308
|
New
|
|
|
8
|
Global Financial Private Client
Sarasota,
Florida
|
$728K
|
-$15.4K
|
-614
|
-2%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$342K
|
+$36.1K
|
+1,440
|
+12%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$270K
|
-$110K
|
-4,381
|
-29%
|
|
|
11
|
Integrity Wealth Solutions
Denver,
Colorado
|
$205K
|
+$3.08K
|
+123
|
+2%
|
|
|
12
|
|
–
|
-$260K
|
-10,368
|
Closed
|
|
|
13
|
PFG Private Wealth Management
Lutz,
Florida
|
–
|
-$202K
|
-8,056
|
Closed
|
|
|
14
|
|
–
|
-$2.86K
|
-114
|
Closed
|
|
