|
1
|
|
$26.9M
|
-$410K
|
-19,073
|
-2%
|
|
|
2
|
Simplicity Wealth
Summit,
New Jersey
|
$1.36M
|
+$1.02M
|
+47,456
|
+354%
|
|
|
3
|
Arete Wealth Advisors
Chicago,
Illinois
|
$995K
|
+$956K
|
+44,441
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$900K
|
+$15.5K
|
+722
|
+2%
|
|
|
5
|
Security Financial Services
Fort Wayne,
Indiana
|
$609K
|
-$132K
|
-6,136
|
-18%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$490K
|
+$46K
|
+2,140
|
+11%
|
|
|
7
|
|
$486K
|
+$91.7K
|
+4,261
|
+24%
|
|
|
8
|
Westside Investment Management
Santa Monica,
California
|
$486K
|
–
|
–
|
–
|
|
|
9
|
Equitable Holdings
New York
|
$333K
|
-$157K
|
-7,291
|
-33%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$311K
|
+$299K
|
+13,882
|
New
|
|
|
11
|
Hobart Private Capital
Charlotte,
North Carolina
|
$260K
|
+$250K
|
+11,616
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$208K
|
+$200K
|
+9,293
|
New
|
|
|
13
|
Advisornet Financial
Minnetonka,
Minnesota
|
$45K
|
-$68.9K
|
-3,202
|
-61%
|
|
|
14
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$10.6K
|
-$344
|
-16
|
-3%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$8.71K
|
+$8.37K
|
+389
|
New
|
|
|
16
|
PAX Financial Group
San Antonio,
Texas
|
–
|
-$299K
|
-14,040
|
Closed
|
|
|
17
|
|
–
|
-$203K
|
-9,522
|
Closed
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
–
|
-$131K
|
-6,164
|
Closed
|
|
