|
1
|
WealthPLAN Partners
Omaha,
Nebraska
|
$15.7M
|
+$461K
|
+14,558
|
+3%
|
|
|
2
|
ERn Financial LLC
Middleton,
Wisconsin
|
$4.09M
|
-$162K
|
-5,123
|
-4%
|
|
|
3
|
American Portfolios Advisors
Holbrook,
New York
|
$2.01M
|
-$33.8K
|
-1,068
|
-2%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$1.69M
|
+$1.67M
|
+52,823
|
New
|
|
|
5
|
Cascadia Advisory Services
Portland,
Oregon
|
$1.66M
|
+$1.65M
|
+52,034
|
New
|
|
|
6
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.6M
|
+$3.92K
|
+124
|
+0.2%
|
|
|
7
|
Harbour Investments
Madison,
Wisconsin
|
$1.49M
|
-$303K
|
-9,563
|
-17%
|
|
|
8
|
TRUADVICE
Sarasota,
Florida
|
$1.08M
|
-$62K
|
-1,960
|
-5%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$636K
|
-$301K
|
-9,518
|
-32%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$501K
|
-$343K
|
-10,838
|
-41%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$415K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$382K
|
–
|
–
|
–
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$246K
|
+$25.6K
|
+810
|
+12%
|
|
|
14
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$101K
|
–
|
–
|
–
|
|
|
15
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$26.3K
|
–
|
–
|
–
|
|
|
16
|
Wolverine Trading
Chicago,
Illinois
|
–
|
-$642K
|
-20,671
|
Closed
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$290K
|
-9,306
|
Closed
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$227K
|
-7,282
|
Closed
|
|
|
19
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$166K
|
-5,318
|
Closed
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$6K
|
-177
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1K
|
-39
|
Closed
|
|
