|
1
|
WealthPLAN Partners
Omaha,
Nebraska
|
$14.9M
|
+$1.27M
|
+41,471
|
+10%
|
|
|
2
|
ERn Financial LLC
Middleton,
Wisconsin
|
$4.15M
|
+$4.09M
|
+133,073
|
New
|
|
|
3
|
American Portfolios Advisors
Holbrook,
New York
|
$1.99M
|
+$853K
|
+27,763
|
+77%
|
|
|
4
|
Harbour Investments
Madison,
Wisconsin
|
$1.75M
|
+$1.72M
|
+56,071
|
New
|
|
|
5
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.57M
|
+$1.54M
|
+49,999
|
New
|
|
|
6
|
TRUADVICE
Sarasota,
Florida
|
$1.13M
|
+$27.9K
|
+907
|
+3%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$917K
|
+$168K
|
+5,462
|
+23%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$827K
|
+$595K
|
+19,363
|
+270%
|
|
|
9
|
Wolverine Trading
Chicago,
Illinois
|
$642K
|
+$635K
|
+20,671
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$405K
|
+$174K
|
+5,662
|
+77%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$372K
|
+$276K
|
+8,983
|
+303%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$290K
|
-$402K
|
-13,097
|
-58%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$227K
|
+$224K
|
+7,282
|
New
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$214K
|
+$211K
|
+6,877
|
New
|
|
|
15
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$166K
|
+$163K
|
+5,318
|
New
|
|
|
16
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$99K
|
+$74K
|
+2,408
|
+316%
|
|
|
17
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$25.7K
|
+$25.3K
|
+825
|
New
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6K
|
+$5.44K
|
+177
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1K
|
+$1.2K
|
+39
|
New
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$671K
|
-22,060
|
Closed
|
|
|
21
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$10K
|
-335
|
Closed
|
|
