|
1
|
Fiduciary Planning
Englewood,
Florida
|
$25.4M
|
+$800K
|
+20,473
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$18.9M
|
+$1.91M
|
+48,818
|
+11%
|
|
|
3
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$7.19M
|
+$3.98M
|
+101,873
|
+123%
|
|
|
4
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.16M
|
-$11.7M
|
-298,251
|
-69%
|
|
|
5
|
|
$2.54M
|
+$2.54M
|
+65,039
|
New
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$1.61M
|
+$58.7K
|
+1,503
|
+4%
|
|
|
7
|
|
$1.27M
|
+$1.27M
|
+32,564
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$952K
|
+$184K
|
+4,706
|
+24%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$704K
|
-$22.3K
|
-571
|
-3%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$610K
|
-$1.2M
|
-30,814
|
-66%
|
|
|
11
|
Belpointe Asset Management
Reno,
Nevada
|
$602K
|
-$663K
|
-16,957
|
-52%
|
|
|
12
|
Concurrent Investment Advisors
Tampa,
Florida
|
$529K
|
-$235K
|
-6,025
|
-31%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$441K
|
–
|
–
|
–
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$440K
|
-$63.5K
|
-1,626
|
-13%
|
|
|
15
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$273K
|
–
|
–
|
–
|
|
|
16
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$214K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$205K
|
+$134K
|
+3,433
|
+187%
|
|
|
18
|
Westside Investment Management
Santa Monica,
California
|
$46.8K
|
–
|
–
|
–
|
|
|
19
|
|
$444
|
-$78
|
-2
|
-15%
|
|
|
20
|
Centric Wealth Management
Chicago,
Illinois
|
–
|
-$1.57M
|
-40,000
|
Closed
|
|
|
21
|
McAlister Sweet & Associates
Houston,
Texas
|
–
|
-$1.29M
|
-33,088
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$284K
|
-7,306
|
Closed
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$224K
|
-5,763
|
Closed
|
|
