|
1
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$18.2M
|
+$2.63M
|
+105,859
|
+17%
|
|
|
2
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$6.06M
|
-$1.47M
|
-59,227
|
-20%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$5.29M
|
+$4.84M
|
+194,760
|
+1,212%
|
|
|
4
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$4.99M
|
+$190K
|
+7,656
|
+4%
|
|
|
5
|
New Insight Wealth Advisors
San Ramon,
California
|
$4.4M
|
-$1.61M
|
-64,928
|
-27%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$495K
|
+$491K
|
+19,736
|
New
|
|
|
7
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$488K
|
+$226K
|
+9,109
|
+88%
|
|
|
8
|
Stephens Inc
Little Rock,
Arkansas
|
$333K
|
+$20.5K
|
+825
|
+7%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$246K
|
+$244K
|
+9,811
|
New
|
|
|
10
|
World Investment Advisors
Santa Barbara,
California
|
$242K
|
–
|
–
|
–
|
|
|
11
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$217K
|
+$199
|
+8
|
+0.1%
|
|
|
12
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$180K
|
-$16.3K
|
-655
|
-8%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$42.6K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.1K
|
+$29.8K
|
+1,200
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$19.7K
|
+$19.5K
|
+786
|
New
|
|
|
16
|
|
$14.7K
|
+$14.7K
|
+593
|
New
|
|
|
17
|
Arvest Investments
Lowell,
Arkansas
|
–
|
-$20.2K
|
-849
|
Closed
|
|
|
18
|
|
–
|
-$19.2K
|
-804
|
Closed
|
|
