|
1
|
Fiduciary Planning
Englewood,
Florida
|
$24.2M
|
-$2.64M
|
-67,998
|
-10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$11.8M
|
-$8.77M
|
-226,091
|
-43%
|
|
|
3
|
|
$7.17M
|
+$7.16M
|
+184,485
|
New
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$7.06M
|
+$999K
|
+25,745
|
+17%
|
|
|
5
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$5.73M
|
-$2.14M
|
-55,049
|
-27%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$4.17M
|
+$188K
|
+4,836
|
+5%
|
|
|
7
|
Evergreen Capital Management
Bellevue,
Washington
|
$3.95M
|
-$341K
|
-8,795
|
-8%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.85M
|
+$177K
|
+4,560
|
+5%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$2.9M
|
+$1.26M
|
+32,516
|
+77%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.6M
|
+$276K
|
+7,120
|
+12%
|
|
|
11
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$2.06M
|
+$806K
|
+20,768
|
+65%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$1.44M
|
-$68.5K
|
-1,765
|
-5%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.09M
|
+$561K
|
+14,471
|
+107%
|
|
|
14
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$687K
|
-$529K
|
-13,622
|
-44%
|
|
|
15
|
Convergence Financial
Columbia,
Missouri
|
$653K
|
+$208K
|
+5,359
|
+47%
|
|
|
16
|
Atria Wealth Solutions
New York
|
$531K
|
+$10K
|
+258
|
+2%
|
|
|
17
|
|
$499K
|
-$1.09M
|
-28,221
|
-69%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$450K
|
+$282K
|
+7,264
|
+169%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$405K
|
+$52.8K
|
+1,362
|
+15%
|
|
|
20
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$337K
|
-$29.3K
|
-755
|
-8%
|
|
|
21
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$334K
|
+$4.66K
|
+120
|
+1%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$303K
|
-$32.9K
|
-848
|
-10%
|
|
|
23
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$282K
|
+$3.65K
|
+94
|
+1%
|
|
|
24
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$275K
|
-$10.3K
|
-265
|
-4%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$232K
|
+$232K
|
+5,970
|
New
|
|
