|
1
|
|
$5.8M
|
-$663K
|
-32,300
|
-11%
|
|
|
2
|
Stelac Advisory Services
New York
|
$1.53M
|
+$49.9K
|
+2,431
|
+4%
|
|
|
3
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$598K
|
+$567K
|
+27,619
|
New
|
|
|
4
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$375K
|
+$355K
|
+17,305
|
New
|
|
|
5
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$300K
|
+$284K
|
+13,826
|
New
|
|
|
6
|
Two Sigma Securities
New York
|
$286K
|
+$271K
|
+13,207
|
New
|
|
|
7
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$252K
|
+$239K
|
+11,635
|
New
|
|
|
8
|
Buffington Mohr McNeal
Boise,
Idaho
|
$238K
|
+$225K
|
+10,986
|
New
|
|
|
9
|
DZ Bank
Frankfurt Am Main,
Germany
|
$217K
|
+$205K
|
+10,000
|
New
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$147K
|
+$93.4K
|
+4,550
|
+205%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$126K
|
–
|
–
|
–
|
|
|
12
|
|
$97K
|
+$47.6K
|
+2,318
|
+108%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18K
|
–
|
–
|
–
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$10K
|
+$328
|
+16
|
+4%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$5K
|
+$4.43K
|
+216
|
New
|
|
|
17
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
18
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2K
|
-$2.05K
|
-100
|
-50%
|
|
|
19
|
|
–
|
-$3.16M
|
-160,301
|
Closed
|
|
|
20
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$2.36M
|
-119,641
|
Closed
|
|
|
21
|
Financial Advisors Network
Tustin,
California
|
–
|
-$1.96K
|
-100
|
Closed
|
|
|
22
|
Next Financial Group
Houston,
Texas
|
–
|
-$2K
|
-100
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
+$21
|
+1
|
New
|
|
