|
1
|
AssetMark Inc
Concord,
California
|
$7.25M
|
+$360K
|
+11,463
|
+5%
|
|
|
2
|
|
$5.29M
|
-$314K
|
-10,000
|
-5%
|
|
|
3
|
Trek Financial
Scottsdale,
Arizona
|
$2.43M
|
+$210K
|
+6,688
|
+9%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.19M
|
+$1.96M
|
+62,581
|
+453%
|
|
|
5
|
|
$806K
|
-$433K
|
-13,800
|
-33%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$517K
|
+$54.4K
|
+1,733
|
+11%
|
|
|
7
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$234K
|
+$256K
|
+8,158
|
New
|
|
|
8
|
Sanchez Gaunt Capital Management
Reno,
Nevada
|
$205K
|
+$3.26K
|
+104
|
+1%
|
|
|
9
|
First Growth Capital
Pikesville,
Maryland
|
$203K
|
+$222K
|
+7,061
|
New
|
|
|
10
|
Parallel Advisors
San Francisco,
California
|
$88.2K
|
+$96.4K
|
+3,072
|
New
|
|
|
11
|
Kingdom Financial Group
Peoria,
Arizona
|
$28.8K
|
-$314
|
-10
|
-1%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.4K
|
+$20.1K
|
+642
|
New
|
|
|
13
|
Rossby Financial
Melbourne,
Florida
|
$4.34K
|
–
|
–
|
–
|
|
|
14
|
Montgomery Financial Services
Ocean City,
Maryland
|
$4.13K
|
+$4.52K
|
+144
|
New
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$3.36K
|
+$3.67K
|
+117
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.56K
|
-$157
|
-5
|
-5%
|
|
|
17
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.64K
|
-$30K
|
-956
|
-94%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1.44K
|
+$1.57K
|
+50
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$1.25K
|
+40
|
New
|
|
|
20
|
Continuum Advisory
Eagle,
Idaho
|
$833
|
+$910
|
+29
|
New
|
|
|
21
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$305K
|
-10,100
|
Closed
|
|
|
22
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$115K
|
-3,801
|
Closed
|
|
