|
1
|
AE Wealth Management
Topeka,
Kansas
|
$6.4M
|
+$6.23M
|
+210,240
|
New
|
|
|
2
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$6.2M
|
+$6.04M
|
+203,706
|
New
|
|
|
3
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.77M
|
+$3.67M
|
+123,942
|
New
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.77M
|
+$3.09M
|
+104,336
|
+535%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.33M
|
+$2.65M
|
+89,418
|
+452%
|
|
|
6
|
Harbour Investments
Madison,
Wisconsin
|
$1.26M
|
+$1.22M
|
+41,073
|
+25,832%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$705K
|
+$475K
|
+16,026
|
+225%
|
|
|
8
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$703K
|
-$4.08M
|
-137,500
|
-86%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$609K
|
+$593K
|
+20,009
|
New
|
|
|
10
|
Nvest Financial
Portsmouth,
New Hampshire
|
$556K
|
+$541K
|
+18,242
|
New
|
|
|
11
|
GTS Securities
Miami,
Florida
|
$305K
|
+$296K
|
+10,000
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$288K
|
-$73.2K
|
-2,469
|
-21%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$284K
|
+$277K
|
+9,328
|
New
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$202K
|
+$196K
|
+6,622
|
New
|
|
|
15
|
Focus Financial Network
Minneapolis,
Minnesota
|
$201K
|
+$193K
|
+6,521
|
New
|
|
|
16
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$71.6K
|
-$1.1K
|
-37
|
-2%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$2.96K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$152
|
-$2.46K
|
-83
|
-94%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$678K
|
-23,156
|
Closed
|
|
