|
1
|
Sterling Financial Group
Pasadena,
California
|
$2.93M
|
+$2.95M
|
+111,675
|
New
|
|
|
2
|
Envision Financial Planning
Memphis,
Tennessee
|
$2.74M
|
+$2.76M
|
+104,468
|
New
|
|
|
3
|
|
$1.7M
|
-$806K
|
-30,481
|
-32%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.61M
|
+$1.62M
|
+61,456
|
New
|
|
|
5
|
|
$1.51M
|
+$339K
|
+12,835
|
+29%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$875K
|
+$882K
|
+33,359
|
New
|
|
|
7
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$711K
|
+$63.1K
|
+2,389
|
+10%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$615K
|
+$619K
|
+23,435
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$561K
|
+$2.62K
|
+99
|
+0.5%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$452K
|
+$456K
|
+17,244
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$414K
|
+$417K
|
+15,796
|
New
|
|
|
12
|
Addison Advisors
Middlebury,
Vermont
|
$405K
|
+$252K
|
+9,550
|
+162%
|
|
|
13
|
Confluence Investment Management
St. Louis,
Missouri
|
$325K
|
+$328K
|
+12,404
|
New
|
|
|
14
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$208K
|
–
|
–
|
–
|
|
|
15
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$202K
|
–
|
–
|
–
|
|
|
16
|
|
$79.7K
|
+$80.3K
|
+3,039
|
New
|
|
|
17
|
Comerica Bank
Dallas,
Texas
|
$78.1K
|
+$78.7K
|
+2,976
|
New
|
|
|
18
|
First Command Advisory Services
Fort Worth,
Texas
|
$45.5K
|
+$45.9K
|
+1,735
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$9K
|
–
|
–
|
–
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$8K
|
+$7.21K
|
+273
|
New
|
|
|
22
|
Flow Traders U.S.
New York
|
–
|
-$1.99M
|
-74,667
|
Closed
|
|
