|
1
|
Riverview Trust Company
Vancouver,
Washington
|
$18M
|
-$1.24M
|
-25,289
|
-7%
|
|
|
2
|
|
$8.47M
|
+$1.64M
|
+33,457
|
+25%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$5.07M
|
-$1.71M
|
-34,902
|
-26%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.14M
|
-$2.59M
|
-52,947
|
-39%
|
|
|
5
|
Life Planning Partners
Jacksonville,
Florida
|
$2.67M
|
-$191K
|
-3,894
|
-7%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.57M
|
-$218K
|
-4,456
|
-12%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.54M
|
-$312K
|
-6,373
|
-17%
|
|
|
8
|
Avidian Wealth Enterprises
Houston,
Texas
|
$618K
|
+$30K
|
+613
|
+5%
|
|
|
9
|
|
$375K
|
+$370K
|
+7,543
|
New
|
|
|
10
|
Camelot Technology Advisors
San Francisco,
California
|
$275K
|
+$2.3K
|
+47
|
+0.9%
|
|
|
11
|
Investment Advisory Group
Hanover,
Massachusetts
|
$247K
|
+$243K
|
+4,958
|
New
|
|
|
12
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$234K
|
–
|
–
|
–
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$222K
|
+$392
|
+8
|
+0.2%
|
|
|
14
|
TD Capital Management
Memphis,
Tennessee
|
$174K
|
+$1.47K
|
+30
|
+0.9%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$78.1K
|
+$25.9K
|
+528
|
+51%
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$28.6K
|
+$28.1K
|
+574
|
New
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$24.2K
|
-$98
|
-2
|
-0.4%
|
|
|
18
|
Strategic Equity Management
Tucson,
Arizona
|
–
|
-$357K
|
-7,343
|
Closed
|
|
|
19
|
Kestra Private Wealth Services
Austin,
Texas
|
–
|
-$318K
|
-6,541
|
Closed
|
|
|
20
|
Moneywise Inc
Forest,
Virginia
|
–
|
-$244K
|
-5,022
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$24.6K
|
-505
|
Closed
|
|
