|
1
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$2.65M
|
-$2.3M
|
-75,014
|
-45%
|
|
|
2
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.86M
|
-$729K
|
-23,779
|
-27%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.83M
|
+$1.5M
|
+48,933
|
+337%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$866K
|
+$15.3K
|
+500
|
+2%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$598K
|
+$634K
|
+20,696
|
New
|
|
|
6
|
Next Level Private
Harrison,
New York
|
$530K
|
+$36.8K
|
+1,200
|
+7%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$521K
|
-$111K
|
-3,623
|
-17%
|
|
|
8
|
Fermata Advisors
Sonoma,
California
|
$473K
|
-$494K
|
-16,120
|
-50%
|
|
|
9
|
|
$423K
|
+$449K
|
+14,641
|
New
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$394K
|
+$38.4K
|
+1,253
|
+10%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$374K
|
+$397K
|
+12,950
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$273K
|
+$31.2K
|
+1,018
|
+12%
|
|
|
13
|
Sweeney & Michel
Chico,
California
|
$258K
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$244K
|
-$18.8K
|
-614
|
-7%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$96.8K
|
+$766
|
+25
|
+0.8%
|
|
|
16
|
Golden State Equity Partners
South Coast Metro,
California
|
$35.5K
|
+$37.7K
|
+1,230
|
New
|
|
|
17
|
|
$33.9K
|
–
|
–
|
–
|
|
|
18
|
Opal Wealth Advisors
Jericho,
New York
|
$24.1K
|
+$25.5K
|
+833
|
New
|
|
|
19
|
Sunbelt Securities
Houston,
Texas
|
$13K
|
–
|
–
|
–
|
|
|
20
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.89K
|
+$3.06K
|
+100
|
New
|
|
|
21
|
CoreCap Advisors
Southfield,
Michigan
|
$982
|
-$245
|
-8
|
-19%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$202
|
+$214
|
+7
|
New
|
|
|
23
|
|
$55
|
–
|
–
|
–
|
|
|
24
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
–
|
-$208K
|
-6,800
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$25K
|
-815
|
Closed
|
|
