|
1
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$5.11M
|
-$524K
|
-16,505
|
-9%
|
|
|
2
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.7M
|
-$340K
|
-10,698
|
-11%
|
|
|
3
|
Fermata Advisors
Sonoma,
California
|
$996K
|
-$150K
|
-4,718
|
-13%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$904K
|
+$195K
|
+6,148
|
+26%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$664K
|
-$9.63K
|
-303
|
-1%
|
|
|
6
|
Next Level Private
Harrison,
New York
|
$526K
|
+$23.2K
|
+731
|
+4%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$445K
|
+$462K
|
+14,541
|
New
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$380K
|
+$1.24K
|
+39
|
+0.3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$278K
|
-$105K
|
-3,311
|
-27%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$259K
|
+$31.1K
|
+979
|
+13%
|
|
|
11
|
Sweeney & Michel
Chico,
California
|
$250K
|
–
|
–
|
–
|
|
|
12
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$208K
|
+$216K
|
+6,800
|
New
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$102K
|
+$10.5K
|
+330
|
+11%
|
|
|
14
|
|
$37.7K
|
–
|
–
|
–
|
|
|
15
|
ORG Partners
Roanoke,
Indiana
|
$37.7K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$25K
|
+$25.9K
|
+815
|
New
|
|
|
17
|
Sunbelt Securities
Houston,
Texas
|
$13.8K
|
–
|
–
|
–
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$3.68K
|
+$3.5K
|
+110
|
+1,100%
|
|
|
19
|
CoreCap Advisors
Southfield,
Michigan
|
$1.29K
|
+$254
|
+8
|
+24%
|
|
|
20
|
|
$42
|
+$32
|
+1
|
New
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$389K
|
-12,457
|
Closed
|
|
