|
1
|
Evergreen Capital Management
Bellevue,
Washington
|
$13.8M
|
-$2.83M
|
-74,227
|
-17%
|
|
|
2
|
Fiduciary Planning
Englewood,
Florida
|
$6.7M
|
+$6.72M
|
+175,897
|
New
|
|
|
3
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$6.57M
|
+$6.59M
|
+172,647
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.21M
|
+$1.02M
|
+26,699
|
+24%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.72M
|
+$3.91M
|
+102,369
|
+472%
|
|
|
6
|
McAlister Sweet & Associates
Houston,
Texas
|
$4.34M
|
+$4.35M
|
+114,027
|
New
|
|
|
7
|
|
$2.16M
|
-$2.62M
|
-68,618
|
-55%
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$1.15M
|
-$47.7K
|
-1,248
|
-4%
|
|
|
9
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$914K
|
+$917K
|
+24,005
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$802K
|
+$725K
|
+18,995
|
+914%
|
|
|
11
|
Atria Wealth Solutions
New York
|
$731K
|
-$214K
|
-5,593
|
-23%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$597K
|
+$11.4K
|
+298
|
+2%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$570K
|
+$349K
|
+9,145
|
+157%
|
|
|
14
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$380K
|
+$2.14K
|
+56
|
+0.6%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$343K
|
-$38.2K
|
-1,000
|
-10%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$307K
|
-$35.5K
|
-929
|
-10%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$204K
|
+$611
|
+16
|
+0.3%
|
|
|
18
|
Westside Investment Management
Santa Monica,
California
|
$45.7K
|
–
|
–
|
–
|
|
|
19
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$31K
|
-$21K
|
-550
|
-40%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$1.4M
|
-36,811
|
Closed
|
|
|
21
|
Prosperity Financial Group
San Ramon,
California
|
–
|
-$1.18M
|
-31,151
|
Closed
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.09M
|
-28,743
|
Closed
|
|
|
23
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
–
|
-$366K
|
-9,630
|
Closed
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$17K
|
-456
|
Closed
|
|
