|
1
|
Fiduciary Planning
Englewood,
Florida
|
$24.6M
|
+$1.12M
|
+28,775
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$17M
|
-$5.17M
|
-132,356
|
-23%
|
|
|
3
|
Evergreen Capital Management
Bellevue,
Washington
|
$16.8M
|
+$5.83M
|
+149,369
|
+53%
|
|
|
4
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$3.22M
|
+$1.33M
|
+34,162
|
+70%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.81M
|
-$684K
|
-17,526
|
-27%
|
|
|
6
|
Centric Wealth Management
Chicago,
Illinois
|
$1.57M
|
-$390K
|
-10,000
|
-20%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$1.55M
|
-$6.01K
|
-154
|
-0.4%
|
|
|
8
|
McAlister Sweet & Associates
Houston,
Texas
|
$1.29M
|
+$1.29M
|
+33,088
|
New
|
|
|
9
|
Belpointe Asset Management
Reno,
Nevada
|
$1.26M
|
-$2.5M
|
-63,912
|
-66%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$768K
|
+$19K
|
+487
|
+3%
|
|
|
11
|
Concurrent Investment Advisors
Tampa,
Florida
|
$763K
|
+$765K
|
+19,589
|
New
|
|
|
12
|
Atria Wealth Solutions
New York
|
$726K
|
-$9.76K
|
-250
|
-1%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$503K
|
-$71.3K
|
-1,826
|
-12%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$440K
|
+$90.1K
|
+2,309
|
+26%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$284K
|
+$265K
|
+6,792
|
+1,321%
|
|
|
16
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$273K
|
–
|
–
|
–
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$224K
|
-$52.4K
|
-1,341
|
-19%
|
|
|
18
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$213K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$71.5K
|
-$385K
|
-9,862
|
-84%
|
|
|
20
|
Westside Investment Management
Santa Monica,
California
|
$46.7K
|
–
|
–
|
–
|
|
|
21
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$9K
|
-$3.9K
|
-100
|
-31%
|
|
|
22
|
|
$508
|
+$468
|
+12
|
+1,200%
|
|
|
23
|
|
–
|
-$4.8M
|
-123,292
|
Closed
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$1.02M
|
-26,069
|
Closed
|
|
|
25
|
Flow Traders U.S.
New York
|
–
|
-$479K
|
-12,290
|
Closed
|
|
