|
1
|
Requisite Capital Management
Dallas,
Texas
|
$27.9M
|
-$1.11M
|
-35,474
|
-4%
|
|
|
2
|
BT Wealth Management
Atlanta,
Georgia
|
$15.5M
|
+$1.63M
|
+52,193
|
+12%
|
|
|
3
|
Capital Planning Advisors
Roseville,
California
|
$9.91M
|
-$7.67M
|
-244,862
|
-43%
|
|
|
4
|
Well Done LLC
Holland,
Michigan
|
$8.87M
|
+$9.05M
|
+288,899
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$8.16M
|
+$7.54M
|
+240,772
|
+959%
|
|
|
6
|
Manchester Financial
Westlake Village,
California
|
$5.31M
|
+$218K
|
+6,962
|
+4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.42M
|
+$115K
|
+3,657
|
+3%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.13M
|
+$2.83M
|
+90,392
|
+780%
|
|
|
9
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$2.05M
|
+$2.09M
|
+66,720
|
New
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.92M
|
+$189K
|
+6,050
|
+11%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$1.73M
|
+$1.27M
|
+40,623
|
+261%
|
|
|
12
|
Tocqueville Asset Management
New York
|
$1.18M
|
+$1.2M
|
+38,386
|
New
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.15M
|
+$9.18K
|
+293
|
+0.8%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.11M
|
+$613K
|
+19,582
|
+118%
|
|
|
15
|
|
$1.03M
|
+$1.05M
|
+33,454
|
New
|
|
|
16
|
Tower Research Capital (TRC)
New York
|
$873K
|
+$450K
|
+14,365
|
+102%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$741K
|
+$756K
|
+24,138
|
New
|
|
|
18
|
Rockefeller Capital Management
New York
|
$703K
|
+$718K
|
+22,919
|
New
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$650K
|
-$541K
|
-17,273
|
-45%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$588K
|
+$208K
|
+6,645
|
+53%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$551K
|
+$50.2K
|
+1,604
|
+10%
|
|
|
22
|
Avidian Wealth Enterprises
Houston,
Texas
|
$518K
|
+$2.6K
|
+83
|
+0.5%
|
|
|
23
|
XML Financial
Bethesda,
Maryland
|
$456K
|
–
|
–
|
–
|
|
|
24
|
EWG Elevate
Roseville,
California
|
$456K
|
+$465K
|
+14,846
|
New
|
|
|
25
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$338K
|
+$14.5K
|
+464
|
+4%
|
|
