|
1
|
|
$140M
|
–
|
–
|
–
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.3M
|
+$12.2M
|
+509,214
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.98M
|
+$6.95M
|
+289,781
|
New
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$4.1M
|
+$3.7M
|
+154,210
|
+952%
|
|
|
5
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$3.63M
|
+$3.61M
|
+150,664
|
New
|
|
|
6
|
|
$1.99M
|
+$1.19M
|
+49,787
|
+152%
|
|
|
7
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.21M
|
+$1.24M
|
+51,717
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$942K
|
+$938K
|
+39,113
|
New
|
|
|
9
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$625K
|
+$622K
|
+25,946
|
New
|
|
|
10
|
Lunt Capital Management
Holladay,
Utah
|
$291K
|
+$289K
|
+12,066
|
New
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$247K
|
-$170K
|
-7,102
|
-41%
|
|
|
12
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$117K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$51.3K
|
+$40.1K
|
+1,674
|
+368%
|
|
|
14
|
ORG Partners
Roanoke,
Indiana
|
$508
|
+$504
|
+21
|
New
|
|
|
15
|
|
–
|
-$15K
|
-660
|
Closed
|
|
|
16
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$2.29K
|
-98
|
Closed
|
|
