|
1
|
Requisite Capital Management
Dallas,
Texas
|
$30.2M
|
-$869K
|
-27,453
|
-3%
|
|
|
2
|
Capital Planning Advisors
Roseville,
California
|
$18.2M
|
-$462K
|
-14,597
|
-3%
|
|
|
3
|
BT Wealth Management
Atlanta,
Georgia
|
$14.5M
|
+$3.14M
|
+99,082
|
+28%
|
|
|
4
|
Manchester Financial
Westlake Village,
California
|
$5.3M
|
+$5.25M
|
+165,854
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.44M
|
-$115K
|
-3,642
|
-3%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.8M
|
+$436K
|
+13,765
|
+32%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$1.23M
|
+$1.22M
|
+38,442
|
New
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.19M
|
+$1.71K
|
+54
|
+0.1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$803K
|
+$794K
|
+25,106
|
New
|
|
|
10
|
Avidian Wealth Enterprises
Houston,
Texas
|
$537K
|
+$15.2K
|
+481
|
+3%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$531K
|
+$525K
|
+16,604
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$523K
|
+$14.5K
|
+458
|
+3%
|
|
|
13
|
XML Financial
Bethesda,
Maryland
|
$475K
|
–
|
–
|
–
|
|
|
14
|
Tower Research Capital (TRC)
New York
|
$450K
|
+$219K
|
+6,930
|
+97%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$400K
|
-$1.92M
|
-60,560
|
-83%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$370K
|
+$367K
|
+11,592
|
New
|
|
|
17
|
Bank of Marin
Novato,
California
|
$360K
|
-$6.74K
|
-213
|
-2%
|
|
|
18
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$337K
|
+$2.98K
|
+94
|
+0.9%
|
|
|
19
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$279K
|
+$2.44K
|
+77
|
+0.9%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$234K
|
+$96.4K
|
+3,047
|
+71%
|
|
|
21
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$163K
|
-$75.9K
|
-2,400
|
-32%
|
|
|
22
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$24K
|
+$23.4K
|
+740
|
New
|
|
|
23
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$10K
|
–
|
–
|
–
|
|
|
24
|
|
$9K
|
+$8.54K
|
+270
|
New
|
|
|
25
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$5K
|
+$4.75K
|
+150
|
New
|
|
