|
1
|
Riverview Trust Company
Vancouver,
Washington
|
$17.7M
|
-$536K
|
-10,667
|
-3%
|
|
|
2
|
|
$4.56M
|
-$3.98M
|
-79,190
|
-47%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4.43M
|
-$682K
|
-13,579
|
-13%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.11M
|
-$57.5K
|
-1,144
|
-1%
|
|
|
5
|
Life Planning Partners
Jacksonville,
Florida
|
$2.4M
|
-$297K
|
-5,904
|
-11%
|
|
|
6
|
Global Retirement Partners
San Rafael,
California
|
$2.19M
|
+$2.19M
|
+43,572
|
New
|
|
|
7
|
Financial Planning Fort Collins
Fort Collins,
Colorado
|
$1.73M
|
+$1.73M
|
+34,495
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.36M
|
-$222K
|
-4,424
|
-14%
|
|
|
9
|
Mars Jewett Financial Group
Bellevue,
Washington
|
$653K
|
+$646K
|
+12,868
|
New
|
|
|
10
|
Avidian Wealth Enterprises
Houston,
Texas
|
$624K
|
+$1K
|
+20
|
+0.2%
|
|
|
11
|
Embree Financial Group
Chicago,
Illinois
|
$559K
|
+$559K
|
+11,125
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$415K
|
-$1.14M
|
-22,704
|
-73%
|
|
|
13
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$346K
|
+$334K
|
+6,654
|
New
|
|
|
14
|
Global Wealth Management
Kingston,
New Jersey
|
$293K
|
+$293K
|
+5,837
|
New
|
|
|
15
|
Camelot Technology Advisors
San Francisco,
California
|
$279K
|
+$2.31K
|
+46
|
+0.8%
|
|
|
16
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$236K
|
–
|
–
|
–
|
|
|
17
|
TD Capital Management
Memphis,
Tennessee
|
$176K
|
+$1.46K
|
+29
|
+0.8%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$169K
|
+$169K
|
+3,355
|
New
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$79.3K
|
+$502
|
+10
|
+0.6%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$23.9K
|
-$553
|
-11
|
-2%
|
|
|
21
|
|
–
|
-$375K
|
-7,543
|
Closed
|
|
|
22
|
Investment Advisory Group
Hanover,
Massachusetts
|
–
|
-$247K
|
-4,958
|
Closed
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
–
|
-$222K
|
-4,463
|
Closed
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$28.6K
|
-574
|
Closed
|
|
