|
1
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$5.18M
|
+$1.33M
|
+55,181
|
+42%
|
|
|
2
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.77M
|
-$1.37M
|
-57,098
|
-36%
|
|
|
3
|
Fermata Advisors
Sonoma,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$506K
|
+$439K
|
+18,236
|
New
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$483K
|
+$418K
|
+17,385
|
New
|
|
|
6
|
Next Level Private
Harrison,
New York
|
$456K
|
-$28.9K
|
-1,200
|
-7%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$453K
|
+$16.6K
|
+688
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$344K
|
+$298K
|
+12,376
|
New
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$339K
|
–
|
–
|
–
|
|
|
10
|
Sweeney & Michel
Chico,
California
|
$253K
|
+$217K
|
+9,000
|
New
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$81.2K
|
–
|
–
|
–
|
|
|
12
|
|
$34.2K
|
+$29.6K
|
+1,230
|
New
|
|
|
13
|
ORG Partners
Roanoke,
Indiana
|
$33.7K
|
–
|
–
|
–
|
|
|
14
|
Opal Wealth Advisors
Jericho,
New York
|
$26.2K
|
-$4.21K
|
-175
|
-16%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.6K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$9.3K
|
+$8.06K
|
+335
|
New
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$1.64K
|
+$1.42K
|
+59
|
New
|
|
|
18
|
CoreCap Advisors
Southfield,
Michigan
|
$333
|
+$289
|
+12
|
New
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$278
|
+$241
|
+10
|
New
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$11.9M
|
-540,600
|
Closed
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$242K
|
-10,966
|
Closed
|
|
|
22
|
Armstrong Advisory Group
Needham,
Massachusetts
|
–
|
-$9.07K
|
-353
|
Closed
|
|
|
23
|
Sunbelt Securities
Houston,
Texas
|
–
|
-$5.52K
|
-250
|
Closed
|
|
|
24
|
|
–
|
-$22
|
-1
|
Closed
|
|
