|
1
|
Steward Partners Investment Advisory
New York
|
$13.6M
|
+$1.95M
|
+63,601
|
+17%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.24M
|
-$6.25K
|
-204
|
-0.1%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.89M
|
+$3.83M
|
+125,072
|
New
|
|
|
4
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$2.95M
|
–
|
–
|
–
|
|
|
5
|
Eastern Bank
Boston,
Massachusetts
|
$2.63M
|
+$44.8K
|
+1,464
|
+2%
|
|
|
6
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$1.3M
|
+$1.28M
|
+41,749
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.28M
|
+$310K
|
+10,120
|
+33%
|
|
|
8
|
Prosperity Financial Group
San Ramon,
California
|
$970K
|
+$7.93K
|
+259
|
+0.8%
|
|
|
9
|
Kingswood Wealth Advisors
San Diego,
California
|
$909K
|
-$107K
|
-3,500
|
-11%
|
|
|
10
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$271K
|
+$212K
|
+6,915
|
+386%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$260K
|
+$256K
|
+8,359
|
New
|
|
|
12
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$259K
|
+$66.4K
|
+2,168
|
+35%
|
|
|
13
|
Pine Valley Investments
Marlton,
New Jersey
|
$234K
|
+$25.3K
|
+828
|
+12%
|
|
|
14
|
|
–
|
-$6.1K
|
-200
|
Closed
|
|
