|
1
|
Riverview Trust Company
Vancouver,
Washington
|
$14.6M
|
-$3.1M
|
-61,836
|
-18%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.3M
|
+$137K
|
+2,723
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.82M
|
-$235K
|
-4,683
|
-6%
|
|
|
4
|
Global Retirement Partners
San Rafael,
California
|
$2.13M
|
+$2.12M
|
+42,252
|
New
|
|
|
5
|
Life Planning Partners
Jacksonville,
Florida
|
$1.94M
|
-$313K
|
-6,238
|
-14%
|
|
|
6
|
Financial Planning Fort Collins
Fort Collins,
Colorado
|
$1.91M
|
+$29.8K
|
+594
|
+2%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.68M
|
+$1.67M
|
+33,387
|
New
|
|
|
8
|
|
$1.52M
|
-$2.54M
|
-50,676
|
-63%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.29M
|
+$1.08M
|
+21,632
|
+543%
|
|
|
10
|
Avidian Wealth Enterprises
Houston,
Texas
|
$748K
|
+$2.01K
|
+40
|
+0.3%
|
|
|
11
|
Embree Financial Group
Chicago,
Illinois
|
$666K
|
-$260K
|
-5,175
|
-28%
|
|
|
12
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$488K
|
+$485K
|
+9,671
|
New
|
|
|
13
|
Global Wealth Management
Kingston,
New Jersey
|
$299K
|
+$2.46K
|
+49
|
+0.8%
|
|
|
14
|
Camelot Technology Advisors
San Francisco,
California
|
$285K
|
+$2.31K
|
+46
|
+0.8%
|
|
|
15
|
|
$258K
|
+$257K
|
+5,119
|
New
|
|
|
16
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$237K
|
–
|
–
|
–
|
|
|
17
|
J.W. Cole Advisors
Tampa,
Florida
|
$228K
|
+$227K
|
+4,529
|
New
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$228K
|
+$227K
|
+4,523
|
New
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$201K
|
+$200K
|
+3,985
|
New
|
|
|
20
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$142K
|
–
|
–
|
–
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$54.4K
|
+$30.9K
|
+617
|
+133%
|
|
|
22
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$43.7K
|
+$43.4K
|
+866
|
New
|
|
|
23
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$9
|
–
|
–
|
–
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$393K
|
-7,911
|
Closed
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$295K
|
-5,949
|
Closed
|
|
