|
1
|
|
$98.6M
|
+$11.4M
|
+337,537
|
+13%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$10.7M
|
+$2.25M
|
+66,462
|
+27%
|
|
|
3
|
Wayfinding Financial
Lynnwood,
Washington
|
$3.25M
|
-$1.29M
|
-38,171
|
-29%
|
|
|
4
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.89M
|
-$8.13K
|
-240
|
-0.4%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.53M
|
-$719K
|
-21,224
|
-32%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$931K
|
+$88.1K
|
+2,603
|
+11%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$866K
|
+$848K
|
+25,050
|
New
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$835K
|
-$573K
|
-16,918
|
-41%
|
|
|
9
|
Savvy Advisors Inc
New York
|
$786K
|
+$7.01K
|
+207
|
+0.9%
|
|
|
10
|
BlueDoor Private Wealth
Beverly,
Massachusetts
|
$405K
|
+$397K
|
+11,715
|
New
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$63.4K
|
–
|
–
|
–
|
|
|
12
|
Farther Finance Advisors
San Francisco,
California
|
$40.3K
|
-$5.42K
|
-160
|
-12%
|
|
|
13
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$37.3K
|
+$36.5K
|
+1,078
|
New
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$20.3K
|
+$20K
|
+590
|
New
|
|
|
15
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$10.6K
|
–
|
–
|
–
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.91K
|
+$6.77K
|
+200
|
New
|
|
|
17
|
Convergence Financial
Columbia,
Missouri
|
–
|
-$6.15M
|
-192,332
|
Closed
|
|
|
18
|
|
–
|
-$592K
|
-18,532
|
Closed
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$375K
|
-11,744
|
Closed
|
|
|
20
|
Smith, Moore & Co
Clayton,
Missouri
|
–
|
-$248K
|
-7,750
|
Closed
|
|
|
21
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$959
|
-30
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$735
|
-23
|
Closed
|
|
