|
1
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$9.9M
|
+$168K
|
+6,801
|
+2%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$5.51M
|
+$491K
|
+19,867
|
+10%
|
|
|
3
|
Equitable Holdings
New York
|
$4.03M
|
+$346K
|
+14,003
|
+9%
|
|
|
4
|
L2 Asset Management
Wayland,
Massachusetts
|
$1.73M
|
+$53.1K
|
+2,147
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.08M
|
+$174K
|
+7,035
|
+19%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$843K
|
+$844K
|
+34,151
|
New
|
|
|
7
|
Global Financial Private Client
Sarasota,
Florida
|
$795K
|
-$10.5K
|
-426
|
-1%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$679K
|
-$542K
|
-21,938
|
-44%
|
|
|
9
|
|
$555K
|
+$36.3K
|
+1,470
|
+7%
|
|
|
10
|
Farther Finance Advisors
San Francisco,
California
|
$345K
|
-$138K
|
-5,585
|
-29%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$334K
|
+$80.5K
|
+3,257
|
+32%
|
|
|
12
|
Beacon Financial Group
Dallas,
Texas
|
$275K
|
+$275K
|
+11,130
|
New
|
|
|
13
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$235K
|
–
|
–
|
–
|
|
|
14
|
Integrity Wealth Solutions
Denver,
Colorado
|
$206K
|
+$2.3K
|
+93
|
+1%
|
|
|
15
|
MONECO Advisors
Fairfield,
Connecticut
|
$203K
|
+$203K
|
+8,226
|
New
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$22.3K
|
–
|
–
|
–
|
|
|
17
|
Flow Traders U.S.
New York
|
–
|
-$299K
|
-12,040
|
Closed
|
|
|
18
|
|
–
|
-$28.7K
|
-1,162
|
Closed
|
|
