|
1
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$5.73M
|
-$99.4K
|
-3,391
|
-2%
|
|
|
2
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.09M
|
-$20.5K
|
-699
|
-0.7%
|
|
|
3
|
Fermata Advisors
Sonoma,
California
|
$1.16M
|
–
|
–
|
–
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$730K
|
+$175K
|
+5,972
|
+34%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$687K
|
+$166K
|
+5,665
|
+35%
|
|
|
6
|
Next Level Private
Harrison,
New York
|
$524K
|
–
|
–
|
–
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$389K
|
-$169K
|
-5,779
|
-32%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$387K
|
–
|
–
|
–
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$387K
|
+$5.13K
|
+175
|
+1%
|
|
|
10
|
Sweeney & Michel
Chico,
California
|
$246K
|
-$29.3K
|
-1,000
|
-11%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$233K
|
+$219K
|
+7,468
|
New
|
|
|
12
|
JFG Wealth Management
Denver,
Colorado
|
$213K
|
+$199K
|
+6,800
|
New
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$93.7K
|
+$2.2K
|
+75
|
+3%
|
|
|
14
|
|
$38.5K
|
–
|
–
|
–
|
|
|
15
|
ORG Partners
Roanoke,
Indiana
|
$38.5K
|
–
|
–
|
–
|
|
|
16
|
Sunbelt Securities
Houston,
Texas
|
$14.1K
|
+$13.2K
|
+450
|
New
|
|
|
17
|
CoreCap Advisors
Southfield,
Michigan
|
$1.06K
|
+$645
|
+22
|
+183%
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$313
|
–
|
–
|
–
|
|
|
19
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$26.2K
|
-943
|
Closed
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$10.6K
|
-382
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$9.3K
|
-335
|
Closed
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$1.64K
|
-59
|
Closed
|
|
