|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.42M
|
-$485K
|
-15,737
|
-13%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.32M
|
-$130K
|
-4,223
|
-4%
|
|
|
3
|
Harbour Investments
Madison,
Wisconsin
|
$995K
|
-$301K
|
-9,759
|
-24%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$795K
|
+$773K
|
+25,105
|
New
|
|
|
5
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$732K
|
–
|
–
|
–
|
|
|
6
|
Atria Wealth Solutions
New York
|
$616K
|
-$16.9K
|
-550
|
-3%
|
|
|
7
|
Nvest Financial
Portsmouth,
New Hampshire
|
$605K
|
+$26.5K
|
+860
|
+5%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$408K
|
-$316K
|
-10,259
|
-44%
|
|
|
9
|
Panoramic Investment Advisors
Denver,
Colorado
|
$350K
|
+$340K
|
+11,050
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$294K
|
-$955
|
-31
|
-0.3%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$292K
|
-$6.19M
|
-201,018
|
-96%
|
|
|
12
|
Focus Financial Network
Minneapolis,
Minnesota
|
$206K
|
–
|
–
|
–
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$109K
|
+$33.5K
|
+1,088
|
+46%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$17.9K
|
+$17.2K
|
+560
|
+11,200%
|
|
|
15
|
WealthPlan Investment Management
Omaha,
Nebraska
|
–
|
-$6.2M
|
-203,706
|
Closed
|
|
|
16
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$3.77M
|
-123,942
|
Closed
|
|
|
17
|
GTS Securities
Miami,
Florida
|
–
|
-$305K
|
-10,000
|
Closed
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$288K
|
-9,459
|
Closed
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$202K
|
-6,622
|
Closed
|
|
|
20
|
Allworth Financial
Folsom,
California
|
–
|
-$2.96K
|
-97
|
Closed
|
|
