|
1
|
|
$131M
|
-$8.78M
|
-197,068
|
-6%
|
|
|
2
|
|
$15.5M
|
+$1.54M
|
+34,657
|
+11%
|
|
|
3
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.41M
|
-$63.1K
|
-1,415
|
-3%
|
|
|
4
|
Advisor Group
Phoenix,
Arizona
|
$1.88M
|
+$288K
|
+6,452
|
+18%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.42M
|
+$67.6K
|
+1,516
|
+5%
|
|
|
6
|
Grimes & Company
Westborough,
Massachusetts
|
$1.21M
|
-$43.3K
|
-971
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$808K
|
-$13.8K
|
-310
|
-2%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$398K
|
+$390K
|
+8,756
|
New
|
|
|
9
|
|
$372K
|
-$185K
|
-4,157
|
-34%
|
|
|
10
|
|
$333K
|
-$109K
|
-2,448
|
-25%
|
|
|
11
|
Wharton Business Group
Malvern,
Pennsylvania
|
$269K
|
–
|
–
|
–
|
|
|
12
|
WealthPLAN Partners
Omaha,
Nebraska
|
$250K
|
-$27.4K
|
-614
|
-10%
|
|
|
13
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$219K
|
–
|
–
|
–
|
|
|
14
|
First Allied Advisory Services
San Diego,
California
|
$121K
|
+$119K
|
+2,669
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$97K
|
+$56.6K
|
+1,270
|
+150%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$61K
|
-$8.87K
|
-199
|
-13%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
18
|
Calton & Associates
Tampa,
Florida
|
$3K
|
+$3.61K
|
+81
|
New
|
|
|
19
|
Xponance
Philadelphia,
Pennsylvania
|
–
|
-$1.67M
|
-39,090
|
Closed
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$533K
|
-12,505
|
Closed
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$317K
|
-7,440
|
Closed
|
|
