|
1
|
Fiduciary Planning
Englewood,
Florida
|
$23.5M
|
+$146K
|
+3,756
|
+0.6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$22.2M
|
+$498K
|
+12,772
|
+2%
|
|
|
3
|
Evergreen Capital Management
Bellevue,
Washington
|
$11M
|
-$105K
|
-2,701
|
-1%
|
|
|
4
|
|
$4.8M
|
-$4.32M
|
-110,840
|
-47%
|
|
|
5
|
Belpointe Asset Management
Reno,
Nevada
|
$3.75M
|
+$3.75M
|
+96,320
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.49M
|
+$1.37M
|
+35,063
|
+121%
|
|
|
7
|
Centric Wealth Management
Chicago,
Illinois
|
$1.95M
|
-$4.97M
|
-127,500
|
-72%
|
|
|
8
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$1.89M
|
+$328K
|
+8,412
|
+21%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$1.56M
|
+$179K
|
+4,602
|
+13%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.02M
|
-$2.13M
|
-54,761
|
-68%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$749K
|
+$115K
|
+2,960
|
+18%
|
|
|
12
|
Atria Wealth Solutions
New York
|
$733K
|
-$15.2K
|
-390
|
-2%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$574K
|
-$73.5K
|
-1,887
|
-11%
|
|
|
14
|
Flow Traders U.S.
New York
|
$479K
|
-$986K
|
-25,313
|
-67%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$457K
|
-$535K
|
-13,728
|
-54%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$381K
|
+$36.7K
|
+941
|
+11%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$351K
|
–
|
–
|
–
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$277K
|
-$5.88K
|
-151
|
-2%
|
|
|
19
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$273K
|
-$55.6K
|
-1,428
|
-17%
|
|
|
20
|
Avior Wealth Management
Omaha,
Nebraska
|
$273K
|
+$3.39K
|
+87
|
+1%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$244K
|
+$40.7K
|
+1,044
|
+20%
|
|
|
22
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$213K
|
–
|
–
|
–
|
|
|
23
|
Westside Investment Management
Santa Monica,
California
|
$46.7K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$20K
|
+$14.6K
|
+374
|
+267%
|
|
|
25
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$13K
|
–
|
–
|
–
|
|
