|
1
|
|
$18.8M
|
+$825K
|
+16,021
|
+4%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$4.25M
|
+$4.37M
|
+84,801
|
New
|
|
|
3
|
5T Wealth
Napa,
California
|
$1.93M
|
+$799K
|
+15,521
|
+67%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.88M
|
-$135K
|
-2,618
|
-7%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.18M
|
-$816K
|
-15,840
|
-40%
|
|
|
6
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.05M
|
+$373K
|
+7,242
|
+53%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$734K
|
+$754K
|
+14,637
|
New
|
|
|
8
|
|
$351K
|
+$361K
|
+7,005
|
New
|
|
|
9
|
Advisory Alpha
Holland,
Michigan
|
$286K
|
+$294K
|
+5,700
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$217K
|
+$223K
|
+4,333
|
New
|
|
|
11
|
RDA Financial Network
Akron,
Iowa
|
$204K
|
+$210K
|
+4,074
|
New
|
|
|
12
|
3Chopt Investment Partners
Richmond,
Virginia
|
$111K
|
+$5.66K
|
+110
|
+5%
|
|
|
13
|
LGT Financial Advisors
Dallas,
Texas
|
$22.9K
|
+$772
|
+15
|
+3%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.9K
|
+$2.63K
|
+51
|
+19%
|
|
|
15
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$15.6K
|
+$16K
|
+311
|
New
|
|
|
16
|
SBI Securities
Tokyo,
Japan
|
$11.9K
|
+$12.3K
|
+238
|
New
|
|
|
17
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$6.92K
|
+$7.11K
|
+138
|
New
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$5.02K
|
+$5.15K
|
+100
|
New
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.86K
|
+$1.91K
|
+37
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$100
|
-$1.91K
|
-37
|
-95%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$38
|
–
|
–
|
–
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$15.4K
|
-304
|
Closed
|
|
