|
1
|
Atria Investments
Charlotte,
North Carolina
|
$9.08M
|
+$306K
|
+10,583
|
+4%
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
$9.08M
|
+$306K
|
+10,583
|
+4%
|
|
|
3
|
Brookstone Capital Management
Wheaton,
Illinois
|
$6.16M
|
+$6.17M
|
+213,274
|
New
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.74M
|
+$992K
|
+34,282
|
+134%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.32M
|
+$130K
|
+4,500
|
+11%
|
|
|
6
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.3M
|
+$480K
|
+16,580
|
+59%
|
|
|
7
|
Archer Investment Corporation
Carmel,
Indiana
|
$985K
|
-$193K
|
-6,676
|
-16%
|
|
|
8
|
WealthPLAN Partners
Omaha,
Nebraska
|
$959K
|
+$5.88K
|
+203
|
+0.6%
|
|
|
9
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$959K
|
+$990K
|
+34,217
|
New
|
|
|
10
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$920K
|
–
|
–
|
–
|
|
|
11
|
CRA Financial Services
Northfield,
New Jersey
|
$534K
|
+$83.9K
|
+2,900
|
+19%
|
|
|
12
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$523K
|
+$46K
|
+1,589
|
+10%
|
|
|
13
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$423K
|
-$92.5K
|
-3,197
|
-18%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$349K
|
–
|
–
|
–
|
|
|
15
|
TRUADVICE
Sarasota,
Florida
|
$329K
|
-$1.88K
|
-65
|
-0.6%
|
|
|
16
|
Southern Capital Advisors
Jackson,
Tennessee
|
$251K
|
+$249K
|
+8,613
|
New
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$248K
|
–
|
–
|
–
|
|
|
18
|
InterOcean Capital Group
Nashville,
Tennessee
|
$227K
|
+$225K
|
+7,780
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$49K
|
+$48.2K
|
+1,665
|
+11,893%
|
|
|
20
|
Arax Advisory Partners
Denver,
Colorado
|
$34K
|
–
|
–
|
–
|
|
|
21
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$29K
|
+$28.9K
|
+1,000
|
New
|
|
|
22
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$25K
|
–
|
–
|
–
|
|
|
23
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$504K
|
-17,066
|
Closed
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$254K
|
-8,610
|
Closed
|
|
