|
1
|
Fiduciary Planning
Englewood,
Florida
|
$26.8M
|
+$784K
|
+20,075
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$20.5M
|
+$1.4M
|
+35,777
|
+7%
|
|
|
3
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$7.86M
|
+$298K
|
+7,635
|
+4%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$6.05M
|
+$3.84M
|
+98,249
|
+171%
|
|
|
5
|
Evergreen Capital Management
Bellevue,
Washington
|
$4.29M
|
-$951K
|
-24,371
|
-18%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$3.98M
|
+$207K
|
+5,310
|
+5%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.67M
|
+$833K
|
+21,338
|
+29%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.32M
|
+$2.12M
|
+54,372
|
+1,031%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$1.63M
|
+$1.64M
|
+42,024
|
New
|
|
|
10
|
|
$1.59M
|
+$658K
|
+16,858
|
+70%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$1.51M
|
-$4.49K
|
-115
|
-0.3%
|
|
|
12
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$1.25M
|
+$845K
|
+21,652
|
+209%
|
|
|
13
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.22M
|
+$1.22M
|
+31,299
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$526K
|
+$529K
|
+13,546
|
New
|
|
|
15
|
Atria Wealth Solutions
New York
|
$521K
|
-$91.9K
|
-2,355
|
-15%
|
|
|
16
|
Convergence Financial
Columbia,
Missouri
|
$445K
|
+$95.2K
|
+2,438
|
+27%
|
|
|
17
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$366K
|
+$24K
|
+616
|
+7%
|
|
|
18
|
Advisor Resource Council
Dallas,
Texas
|
$362K
|
+$364K
|
+9,313
|
New
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$352K
|
+$122K
|
+3,121
|
+53%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$336K
|
-$103K
|
-2,628
|
-23%
|
|
|
21
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$329K
|
+$331K
|
+8,476
|
New
|
|
|
22
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$285K
|
+$11.4K
|
+293
|
+4%
|
|
|
23
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$278K
|
+$4.57K
|
+117
|
+2%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$194K
|
-$127K
|
-3,250
|
-39%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$167K
|
–
|
–
|
–
|
|
