|
1
|
Fiduciary Planning
Englewood,
Florida
|
$23.4M
|
+$16.3M
|
+423,508
|
+241%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$21.7M
|
+$16.1M
|
+419,166
|
+306%
|
|
|
3
|
Evergreen Capital Management
Bellevue,
Washington
|
$11.1M
|
-$3.02M
|
-78,569
|
-22%
|
|
|
4
|
|
$9.13M
|
+$6.81M
|
+177,394
|
+313%
|
|
|
5
|
Centric Wealth Management
Chicago,
Illinois
|
$6.91M
|
+$6.82M
|
+177,500
|
New
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.15M
|
-$1.66M
|
-43,242
|
-35%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.7M
|
+$1.7M
|
+44,293
|
New
|
|
|
8
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$1.56M
|
+$619K
|
+16,120
|
+67%
|
|
|
9
|
Flow Traders U.S.
New York
|
$1.47M
|
+$1.44M
|
+37,603
|
New
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$1.38M
|
+$201K
|
+5,237
|
+17%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.13M
|
+$1.11M
|
+28,926
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$993K
|
+$167K
|
+4,352
|
+21%
|
|
|
13
|
Atria Wealth Solutions
New York
|
$749K
|
–
|
–
|
–
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$648K
|
+$64.3K
|
+1,675
|
+11%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$634K
|
+$23K
|
+600
|
+4%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$351K
|
–
|
–
|
–
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$345K
|
+$340K
|
+8,850
|
New
|
|
|
18
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$328K
|
-$58.8K
|
-1,531
|
-15%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$283K
|
-$31.3K
|
-816
|
-10%
|
|
|
20
|
Avior Wealth Management
Omaha,
Nebraska
|
$269K
|
+$265K
|
+6,911
|
New
|
|
|
21
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$214K
|
+$211K
|
+5,480
|
New
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$203K
|
-$5.19K
|
-135
|
-3%
|
|
|
23
|
CGC Financial Services
Lake Oswego,
Oregon
|
$94.6K
|
+$93.2K
|
+2,427
|
New
|
|
|
24
|
Westside Investment Management
Santa Monica,
California
|
$46.8K
|
–
|
–
|
–
|
|
|
25
|
Private Trust Company
Cleveland,
Ohio
|
$15.9K
|
+$15.7K
|
+408
|
New
|
|
