|
1
|
|
$20.6M
|
-$173K
|
-3,257
|
-0.8%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$4.56M
|
-$50.9K
|
-959
|
-1%
|
|
|
3
|
5T Wealth
Napa,
California
|
$2.2M
|
+$97.1K
|
+1,829
|
+5%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$2.15M
|
+$104K
|
+1,955
|
+5%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.2M
|
+$397K
|
+7,479
|
+51%
|
|
|
6
|
Farther Finance Advisors
San Francisco,
California
|
$1.19M
|
+$1.16M
|
+21,835
|
New
|
|
|
7
|
|
$817K
|
+$424K
|
+7,997
|
+114%
|
|
|
8
|
Advisory Alpha
Holland,
Michigan
|
$555K
|
+$239K
|
+4,505
|
+79%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$228K
|
-$7.96K
|
-150
|
-3%
|
|
|
10
|
Sequent Planning
Omaha,
Nebraska
|
$220K
|
+$215K
|
+4,049
|
New
|
|
|
11
|
RDA Financial Network
Akron,
Iowa
|
$216K
|
-$5.2K
|
-98
|
-2%
|
|
|
12
|
Revisor Wealth Management
Akron,
Ohio
|
$204K
|
+$199K
|
+3,742
|
New
|
|
|
13
|
3Chopt Investment Partners
Richmond,
Virginia
|
$131K
|
+$10.1K
|
+191
|
+9%
|
|
|
14
|
LGT Financial Advisors
Dallas,
Texas
|
$24.9K
|
–
|
–
|
–
|
|
|
15
|
SBI Securities
Tokyo,
Japan
|
$24.5K
|
+$11.3K
|
+212
|
+89%
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$20.4K
|
+$19.9K
|
+375
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.9K
|
+$637
|
+12
|
+4%
|
|
|
18
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$7.51K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$19
|
-$53
|
-1
|
Closed
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.18M
|
-23,438
|
Closed
|
|
|
21
|
Bay Colony Advisors
Concord,
Massachusetts
|
–
|
-$1.05M
|
-20,918
|
Closed
|
|
|
22
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$15.6K
|
-311
|
Closed
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$5.02K
|
-100
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$100
|
-2
|
Closed
|
|
