|
1
|
|
$5.83M
|
+$6.08M
|
+243,375
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$4.85M
|
+$5.04M
|
+201,717
|
+32,019%
|
|
|
3
|
Envision Financial Planning
Memphis,
Tennessee
|
$2.76M
|
+$2.88M
|
+115,243
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.06M
|
+$377K
|
+15,078
|
+21%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.36M
|
+$1.42M
|
+56,828
|
New
|
|
|
6
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.26M
|
+$689K
|
+27,577
|
+111%
|
|
|
7
|
|
$1.25M
|
+$946K
|
+37,890
|
+265%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$1.19M
|
–
|
–
|
–
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$538K
|
+$41.7K
|
+1,668
|
+8%
|
|
|
10
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$475K
|
+$180K
|
+7,217
|
+57%
|
|
|
11
|
Sterling Financial Group
Pasadena,
California
|
$355K
|
+$370K
|
+14,810
|
New
|
|
|
12
|
Addison Advisors
Middlebury,
Vermont
|
$287K
|
-$20.2K
|
-810
|
-6%
|
|
|
13
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$64K
|
+$66.9K
|
+2,679
|
New
|
|
|
14
|
Comerica Bank
Dallas,
Texas
|
$24.4K
|
+$25.4K
|
+1,017
|
New
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$4K
|
+$5.7K
|
+228
|
+671%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$264K
|
-10,398
|
Closed
|
|
