|
1
|
|
$3.06M
|
-$1.02M
|
-21,682
|
-24%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.97M
|
+$862K
|
+18,364
|
+73%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.75M
|
+$39.1K
|
+833
|
+2%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$516K
|
+$536K
|
+11,418
|
New
|
|
|
5
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$513K
|
+$516K
|
+10,985
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$474K
|
-$102K
|
-2,167
|
-17%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$264K
|
+$274K
|
+5,837
|
New
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$206K
|
-$79.9K
|
-1,702
|
-27%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$142K
|
+$146K
|
+3,112
|
New
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$58K
|
–
|
–
|
–
|
|
|
11
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$32K
|
+$32.9K
|
+700
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20K
|
–
|
–
|
–
|
|
|
13
|
William Blair & Company
Chicago,
Illinois
|
$18K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$8K
|
+$986
|
+21
|
+13%
|
|
|
15
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$10K
|
-205
|
Closed
|
|
