|
1
|
LPL Financial
San Diego,
California
|
$1.94M
|
+$420K
|
+8,391
|
+28%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.75M
|
+$1.19M
|
+23,678
|
+220%
|
|
|
3
|
Level Four Advisory Services
Dallas,
Texas
|
$823K
|
+$811K
|
+16,201
|
New
|
|
|
4
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$820K
|
+$172K
|
+3,440
|
+27%
|
|
|
5
|
|
$751K
|
-$2.25M
|
-44,895
|
-75%
|
|
|
6
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$328K
|
-$10.8K
|
-215
|
-3%
|
|
|
7
|
Financial Advocates Investment Management
Olympia,
Washington
|
$306K
|
+$301K
|
+6,023
|
New
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$294K
|
+$30.8K
|
+616
|
+12%
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$66K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$37K
|
+$27.8K
|
+555
|
+305%
|
|
|
11
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$36K
|
-$15K
|
-300
|
-30%
|
|
|
12
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$34K
|
+$32.7K
|
+654
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$25K
|
-$308K
|
-6,156
|
-93%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24K
|
–
|
–
|
–
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$5K
|
+$5.01K
|
+100
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$5K
|
+$5.01K
|
+100
|
+10,000%
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
–
|
-$207K
|
-4,167
|
Closed
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$201K
|
-4,056
|
Closed
|
|
|
20
|
William Blair & Company
Chicago,
Illinois
|
–
|
-$20K
|
-400
|
Closed
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$18K
|
-370
|
Closed
|
|
