|
1
|
Maia Wealth
Denver,
Colorado
|
$4.3M
|
+$69K
|
+2,247
|
+2%
|
|
|
2
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.64M
|
+$1.6M
|
+52,170
|
New
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$1.57M
|
-$1.11M
|
-36,070
|
-42%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.36M
|
+$594K
|
+19,368
|
+81%
|
|
|
5
|
LVZ Inc
Holland,
Michigan
|
$909K
|
–
|
–
|
–
|
|
|
6
|
Nicholson Wealth Management Group
Charlestown,
South Carolina
|
$733K
|
-$26.4K
|
-860
|
-4%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$714K
|
+$697K
|
+22,727
|
New
|
|
|
8
|
Capasso Planning Partners
Charleston,
South Carolina
|
$672K
|
–
|
–
|
–
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$556K
|
-$501K
|
-16,325
|
-48%
|
|
|
10
|
Buck Wealth Strategies
Denver,
Colorado
|
$545K
|
+$144K
|
+4,700
|
+37%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$465K
|
-$704K
|
-22,936
|
-61%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$395K
|
-$535K
|
-17,428
|
-58%
|
|
|
13
|
BostonPremier Wealth
Hanover,
Massachusetts
|
$393K
|
–
|
–
|
–
|
|
|
14
|
Creekmur Asset Management
Morton,
Illinois
|
$378K
|
-$55.4K
|
-1,805
|
-13%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$354K
|
+$11.6K
|
+379
|
+3%
|
|
|
16
|
Diligent Investors
Redlands,
California
|
$321K
|
–
|
–
|
–
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$270K
|
+$101K
|
+3,300
|
+62%
|
|
|
18
|
Defined Financial Planning
San Rafael,
California
|
$264K
|
+$257K
|
+8,379
|
New
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$258K
|
–
|
–
|
–
|
|
|
20
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$251K
|
-$4.57K
|
-149
|
-2%
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$230K
|
+$224K
|
+7,305
|
New
|
|
|
22
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$204K
|
+$200K
|
+6,504
|
New
|
|
|
23
|
Anfield Capital Management
Irvine,
California
|
$170K
|
-$40.5K
|
-1,320
|
-20%
|
|
|
24
|
Barclays
London,
United Kingdom
|
$150K
|
+$15.2K
|
+495
|
+12%
|
|
|
25
|
Evolution Wealth Management
Fort Myers,
Florida
|
$112K
|
+$109K
|
+3,552
|
New
|
|
