|
1
|
Wealthquest
Cincinnati,
Ohio
|
$41.7M
|
+$10.5M
|
+213,331
|
+33%
|
|
|
2
|
Kestra Advisory Services
Austin,
Texas
|
$7.27M
|
+$339K
|
+6,919
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$5M
|
+$5.02M
|
+102,489
|
New
|
|
|
4
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.33M
|
+$1.33M
|
+27,209
|
New
|
|
|
5
|
|
$1.3M
|
+$1.31M
|
+26,728
|
New
|
|
|
6
|
Gries Financial
Cleveland,
Ohio
|
$783K
|
+$437K
|
+8,915
|
+125%
|
|
|
7
|
Independent Financial Group
San Diego,
California
|
$554K
|
+$556K
|
+11,350
|
New
|
|
|
8
|
F/M Investments
Washington,
District of Columbia
|
$503K
|
-$1.28M
|
-26,154
|
-72%
|
|
|
9
|
Parallel Advisors
San Francisco,
California
|
$440K
|
+$442K
|
+9,020
|
New
|
|
|
10
|
Belvedere Trading
Chicago,
Illinois
|
$278K
|
+$279K
|
+5,700
|
New
|
|
|
11
|
Crew Capital Management
Cincinnati,
Ohio
|
$249K
|
+$250K
|
+5,110
|
New
|
|
|
12
|
Cetera Advisors
Denver,
Colorado
|
$239K
|
+$240K
|
+4,905
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$233K
|
+$234K
|
+4,779
|
New
|
|
|
14
|
Alpha Financial Partners
Lexington,
Kentucky
|
$227K
|
+$227K
|
+4,642
|
New
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$195K
|
+$196K
|
+4,000
|
New
|
|
|
16
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$91.8K
|
+$92.1K
|
+1,880
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$49.8K
|
+$50K
|
+1,020
|
New
|
|
|
18
|
Avior Wealth Management
Omaha,
Nebraska
|
$49.2K
|
+$392
|
+8
|
+0.8%
|
|
|
19
|
Belpointe Asset Management
Reno,
Nevada
|
$35.4K
|
+$35.6K
|
+726
|
New
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$2.74K
|
+$2.75M
|
+56,073
|
New
|
|
|
21
|
Flow Traders U.S.
New York
|
–
|
-$350K
|
-7,104
|
Closed
|
|
|
22
|
|
–
|
-$304K
|
-6,180
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1K
|
-26
|
Closed
|
|
