|
1
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$14.8M
|
+$15.5M
|
+1,905,274
|
New
|
|
|
2
|
F3Logic
Burnsville,
Minnesota
|
$13.6M
|
-$562K
|
-69,150
|
-4%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$9.23M
|
-$151K
|
-18,524
|
-1%
|
|
|
4
|
Cetera Advisors
Denver,
Colorado
|
$1.04M
|
-$79.3K
|
-9,763
|
-7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$933K
|
-$67.4K
|
-8,296
|
-6%
|
|
|
6
|
|
$930K
|
-$1.1M
|
-134,776
|
-52%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$663K
|
-$89
|
-11
|
-0%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$392K
|
+$424K
|
+52,133
|
New
|
|
|
9
|
Centaurus Financial
Anaheim,
California
|
$300K
|
-$20.1K
|
-2,470
|
-6%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$254K
|
-$14.2K
|
-1,749
|
-5%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$136K
|
-$6.3K
|
-775
|
-4%
|
|
|
12
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$75K
|
+$81.4K
|
+10,022
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$37K
|
+$40.1K
|
+4,938
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$3K
|
-417
|
Closed
|
|
