|
1
|
Steward Partners Investment Advisory
New York
|
$14.8M
|
+$1.04M
|
+32,518
|
+7%
|
|
|
2
|
Financial Concepts Unlimited
Centreville,
Maine
|
$9.79M
|
+$9.95M
|
+310,863
|
New
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5M
|
-$217K
|
-6,787
|
-4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.09M
|
+$4.16M
|
+129,817
|
New
|
|
|
5
|
Eastern Bank
Boston,
Massachusetts
|
$2.94M
|
+$279K
|
+8,730
|
+10%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.59M
|
+$293K
|
+9,150
|
+22%
|
|
|
7
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$1.43M
|
+$116K
|
+3,631
|
+9%
|
|
|
8
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.05M
|
+$133K
|
+4,150
|
+14%
|
|
|
9
|
Prosperity Financial Group
San Ramon,
California
|
$996K
|
+$14.7K
|
+458
|
+1%
|
|
|
10
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$538K
|
+$280K
|
+8,734
|
+105%
|
|
|
11
|
LRI Investments
Palm Beach Gardens,
Florida
|
$429K
|
+$436K
|
+13,631
|
New
|
|
|
12
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$298K
|
+$24.6K
|
+767
|
+9%
|
|
|
13
|
Pine Valley Investments
Marlton,
New Jersey
|
$240K
|
+$4K
|
+125
|
+2%
|
|
|
14
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$221K
|
+$224K
|
+7,007
|
New
|
|
|
15
|
|
$12.9K
|
+$13.4K
|
+419
|
New
|
|
|
16
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$7.59K
|
+$7.71K
|
+241
|
New
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$3.89M
|
-125,072
|
Closed
|
|
|
18
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
–
|
-$2.95M
|
-95,000
|
Closed
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$260K
|
-8,359
|
Closed
|
|
