|
1
|
Fiduciary Planning
Englewood,
Florida
|
$26.1M
|
+$705K
|
+18,011
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$19.2M
|
+$290K
|
+7,416
|
+2%
|
|
|
3
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$7.58M
|
+$396K
|
+10,117
|
+5%
|
|
|
4
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.27M
|
+$103K
|
+2,630
|
+2%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$3.79M
|
+$3.8M
|
+97,218
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.84M
|
+$1.9M
|
+48,623
|
+199%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$2.24M
|
+$2.25M
|
+57,464
|
New
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$1.52M
|
-$90K
|
-2,301
|
-6%
|
|
|
9
|
|
$942K
|
-$327K
|
-8,368
|
-26%
|
|
|
10
|
Atria Wealth Solutions
New York
|
$612K
|
-$89.2K
|
-2,280
|
-13%
|
|
|
11
|
Belpointe Asset Management
Reno,
Nevada
|
$599K
|
-$4.5K
|
-115
|
-0.7%
|
|
|
12
|
Concurrent Investment Advisors
Tampa,
Florida
|
$482K
|
-$46.2K
|
-1,180
|
-9%
|
|
|
13
|
Syon Capital
San Francisco,
California
|
$461K
|
+$463K
|
+11,829
|
New
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$439K
|
-$626
|
-16
|
-0.1%
|
|
|
15
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$406K
|
+$405K
|
+10,342
|
New
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$358K
|
-$82.5K
|
-2,109
|
-19%
|
|
|
17
|
Convergence Financial
Columbia,
Missouri
|
$351K
|
+$352K
|
+9,009
|
New
|
|
|
18
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$343K
|
+$344K
|
+8,799
|
New
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$321K
|
+$323K
|
+8,250
|
New
|
|
|
20
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$274K
|
+$1.25K
|
+32
|
+0.5%
|
|
|
21
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$274K
|
+$275K
|
+7,041
|
New
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$231K
|
+$232K
|
+5,934
|
New
|
|
|
23
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$213K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$205K
|
+$313
|
+8
|
+0.2%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$167K
|
+$168K
|
+4,300
|
New
|
|
