|
1
|
Riverview Trust Company
Vancouver,
Washington
|
$17.4M
|
–
|
–
|
–
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.1M
|
+$31.9K
|
+631
|
+0.8%
|
|
|
3
|
|
$4.01M
|
-$500K
|
-9,893
|
-11%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.99M
|
-$390K
|
-7,715
|
-9%
|
|
|
5
|
Life Planning Partners
Jacksonville,
Florida
|
$2.22M
|
-$148K
|
-2,938
|
-6%
|
|
|
6
|
Financial Planning Fort Collins
Fort Collins,
Colorado
|
$1.88M
|
+$141K
|
+2,798
|
+8%
|
|
|
7
|
Embree Financial Group
Chicago,
Illinois
|
$912K
|
+$366K
|
+7,252
|
+65%
|
|
|
8
|
Avidian Wealth Enterprises
Houston,
Texas
|
$735K
|
+$120K
|
+2,369
|
+19%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$393K
|
-$17.7K
|
-351
|
-4%
|
|
|
10
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$295K
|
-$35.6K
|
-705
|
-11%
|
|
|
11
|
Global Wealth Management
Kingston,
New Jersey
|
$292K
|
+$2.37K
|
+47
|
+0.8%
|
|
|
12
|
Camelot Technology Advisors
San Francisco,
California
|
$278K
|
+$2.27K
|
+45
|
+0.8%
|
|
|
13
|
Quantinno Capital Management
New York
|
$254K
|
+$258K
|
+5,117
|
New
|
|
|
14
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$233K
|
–
|
–
|
–
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$204K
|
+$38.1K
|
+754
|
+22%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$198K
|
-$1.16M
|
-23,056
|
-85%
|
|
|
17
|
TD Capital Management
Memphis,
Tennessee
|
$176K
|
+$1.41K
|
+28
|
+0.8%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$155K
|
+$158K
|
+3,132
|
New
|
|
|
19
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$140K
|
+$142K
|
+2,821
|
New
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$33.4K
|
+$33.9K
|
+672
|
New
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$27.8K
|
-$51.4K
|
-1,017
|
-64%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$23K
|
-$606
|
-12
|
-3%
|
|
|
23
|
Mars Jewett Financial Group
Bellevue,
Washington
|
–
|
-$653K
|
-12,868
|
Closed
|
|
