|
1
|
|
$26.7M
|
-$194K
|
-8,759
|
-0.7%
|
|
|
2
|
Sequent Planning
Omaha,
Nebraska
|
$1.38M
|
+$1.37M
|
+61,918
|
New
|
|
|
3
|
|
$1.35M
|
+$863K
|
+38,880
|
+179%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.19M
|
+$1.18M
|
+53,242
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.03M
|
+$131K
|
+5,907
|
+15%
|
|
|
6
|
World Investment Advisors
Santa Barbara,
California
|
$583K
|
+$579K
|
+26,074
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$487K
|
-$1.71K
|
-77
|
-0.4%
|
|
|
8
|
Westside Investment Management
Santa Monica,
California
|
$485K
|
–
|
–
|
–
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$286K
|
-$24K
|
-1,083
|
-8%
|
|
|
10
|
Emergent Wealth Advisors
Williamsville,
New York
|
$247K
|
+$245K
|
+11,055
|
New
|
|
|
11
|
Equitable Holdings
New York
|
$222K
|
-$110K
|
-4,959
|
-33%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$208K
|
–
|
–
|
–
|
|
|
13
|
Advisornet Financial
Minnetonka,
Minnesota
|
$44.9K
|
–
|
–
|
–
|
|
|
14
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$24K
|
+$13.5K
|
+607
|
+128%
|
|
|
15
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.45K
|
+$8.39K
|
+378
|
New
|
|
|
16
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$3.24K
|
+$3.22K
|
+145
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$224
|
-$8.41K
|
-379
|
-97%
|
|
|
18
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$1.36M
|
-60,847
|
Closed
|
|
|
19
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$995K
|
-44,441
|
Closed
|
|
|
20
|
Security Financial Services
Fort Wayne,
Indiana
|
–
|
-$609K
|
-27,196
|
Closed
|
|
|
21
|
Hobart Private Capital
Charlotte,
North Carolina
|
–
|
-$260K
|
-11,616
|
Closed
|
|
