|
1
|
|
$1.05M
|
+$318K
|
+14,930
|
+37%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$443K
|
–
|
–
|
–
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$373K
|
+$417K
|
+19,577
|
New
|
|
|
4
|
GTS Securities
Miami,
Florida
|
$318K
|
+$112K
|
+5,266
|
+46%
|
|
|
5
|
Global Retirement Partners
San Rafael,
California
|
$40.9K
|
-$213K
|
-10,016
|
-82%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.9K
|
-$128K
|
-6,007
|
-83%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$17.7K
|
-$685K
|
-32,141
|
-97%
|
|
|
8
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$12.1K
|
-$3.78M
|
-177,374
|
-100%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.81K
|
-$4.45K
|
-209
|
-51%
|
|
|
10
|
|
$19
|
–
|
–
|
–
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$22M
|
-1,018,722
|
Closed
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$7.12M
|
-329,883
|
Closed
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$2.21M
|
-102,278
|
Closed
|
|
|
14
|
Atria Wealth Solutions
New York
|
–
|
-$2.12M
|
-97,774
|
Closed
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$452K
|
-20,913
|
Closed
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$452K
|
-20,913
|
Closed
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$265K
|
-12,283
|
Closed
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$232K
|
-10,765
|
Closed
|
|
|
19
|
World Equity Group
Schaumburg,
Illinois
|
–
|
-$226K
|
-10,489
|
Closed
|
|
|
20
|
Tradition Wealth Management
Edina,
Minnesota
|
–
|
-$220K
|
-10,191
|
Closed
|
|
|
21
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$40.9K
|
-1,893
|
Closed
|
|
