|
1
|
Synergy Asset Management
Vancouver,
Washington
|
$6.13M
|
+$6.08M
|
+293,978
|
New
|
|
|
2
|
WESPAC Advisors SoCal
Pasadena,
California
|
$2.86M
|
+$80.1K
|
+3,874
|
+3%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$2.82M
|
+$2.79M
|
+134,857
|
New
|
|
|
4
|
Sequent Planning
Omaha,
Nebraska
|
$2.3M
|
-$57.5M
|
-2,779,546
|
-96%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$2.27M
|
+$239K
|
+11,576
|
+12%
|
|
|
6
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.36M
|
+$1.34M
|
+64,838
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$860K
|
-$44.9K
|
-2,174
|
-5%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$771K
|
+$50.6K
|
+2,449
|
+7%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$457K
|
+$452K
|
+21,869
|
New
|
|
|
10
|
Sunbelt Securities
Houston,
Texas
|
$414K
|
+$386K
|
+18,669
|
+1,727%
|
|
|
11
|
Ignite Planners
San Clemente,
California
|
$365K
|
+$359K
|
+17,370
|
New
|
|
|
12
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$345K
|
–
|
–
|
–
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$311K
|
-$140K
|
-6,759
|
-31%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$302K
|
–
|
–
|
–
|
|
|
15
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$253K
|
-$8.62K
|
-417
|
-3%
|
|
|
16
|
|
$209K
|
-$20.7K
|
-1,000
|
-9%
|
|
|
17
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$137K
|
+$135K
|
+6,530
|
New
|
|
|
18
|
ORG Partners
Roanoke,
Indiana
|
$105K
|
+$103K
|
+5,000
|
New
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$81.5K
|
+$41.3K
|
+2,000
|
+105%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$52K
|
–
|
–
|
–
|
|
|
21
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$26.1K
|
+$5.08K
|
+246
|
+25%
|
|
|
22
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$18.9K
|
+$18.7K
|
+905
|
New
|
|
|
23
|
Maia Wealth
Denver,
Colorado
|
–
|
-$5.73M
|
-282,293
|
Closed
|
|
|
24
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
–
|
-$1.46M
|
-71,364
|
Closed
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$430K
|
-21,181
|
Closed
|
|
