|
1
|
|
$93.5M
|
+$4.51M
|
+139,333
|
+5%
|
|
|
2
|
Fiducient Advisors
Chicago,
Illinois
|
$7.95M
|
+$7.89M
|
+243,980
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.23M
|
+$3.17M
|
+98,154
|
+105%
|
|
|
4
|
Wayfinding Financial
Lynnwood,
Washington
|
$4.37M
|
+$24.8K
|
+766
|
+0.6%
|
|
|
5
|
Convergence Financial
Columbia,
Missouri
|
$3.01M
|
+$2.99M
|
+92,487
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.39M
|
+$2.37M
|
+73,403
|
New
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.91M
|
+$26.4K
|
+816
|
+1%
|
|
|
8
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.82M
|
+$16.7K
|
+516
|
+0.9%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$1.28M
|
+$1.27M
|
+39,289
|
New
|
|
|
10
|
Savvy Advisors Inc
New York
|
$702K
|
+$291
|
+9
|
+0%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$519K
|
-$87.4K
|
-2,704
|
-15%
|
|
|
12
|
Smith, Moore & Co
Clayton,
Missouri
|
$252K
|
–
|
–
|
–
|
|
|
13
|
Concurrent Investment Advisors
Tampa,
Florida
|
$216K
|
–
|
–
|
–
|
|
|
14
|
Comerica Bank
Dallas,
Texas
|
$92.2K
|
–
|
–
|
–
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$43.2K
|
+$42.9K
|
+1,327
|
New
|
|
|
16
|
CoreCap Advisors
Southfield,
Michigan
|
$7.3K
|
+$7.24K
|
+224
|
New
|
|
|
17
|
von Borstel & Associates
The Dalles,
Oregon
|
–
|
-$4.36M
|
-134,430
|
Closed
|
|
