|
1
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$6.12M
|
+$4.38M
|
+286,943
|
+209%
|
|
|
2
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$1.42M
|
+$1.51M
|
+98,698
|
New
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$966K
|
+$150K
|
+9,860
|
+17%
|
|
|
4
|
Prospera Financial Services
Dallas,
Texas
|
$341K
|
+$29.9K
|
+1,961
|
+9%
|
|
|
5
|
Delta Investment Management
San Francisco,
California
|
$336K
|
+$13.2K
|
+863
|
+4%
|
|
|
6
|
WealthPLAN Partners
Omaha,
Nebraska
|
$279K
|
+$78K
|
+5,109
|
+36%
|
|
|
7
|
Breachway Investments
Charlestown,
Rhode Island
|
$277K
|
-$5.43K
|
-356
|
-2%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$154K
|
-$33.8K
|
-2,214
|
-17%
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$33K
|
+$34.9K
|
+2,290
|
New
|
|
|
10
|
Signature Equity Partners
Columbus,
Ohio
|
$14.4K
|
–
|
–
|
–
|
|
|
11
|
Farther Finance Advisors
San Francisco,
California
|
$6.23K
|
+$6.64K
|
+435
|
New
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$2.88K
|
–
|
–
|
–
|
|
|
13
|
|
$1.5K
|
+$15
|
+1
|
+1%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$14
|
–
|
–
|
–
|
|
|
15
|
Wedbush Securities
Los Angeles,
California
|
–
|
-$431K
|
-27,146
|
Closed
|
|
|
16
|
Euro Pacific Asset Management
Dorado,
Puerto Rico
|
–
|
-$369K
|
-21,450
|
Closed
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$250K
|
-15,744
|
Closed
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$171K
|
-10,785
|
Closed
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$80K
|
-5,036
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$17.3K
|
-1,086
|
Closed
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$5.89K
|
-371
|
Closed
|
|
