|
1
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.25M
|
+$46.3K
|
+1,480
|
+2%
|
|
|
2
|
|
$1.19M
|
+$1.24M
|
+39,546
|
New
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$738K
|
+$90.5K
|
+2,894
|
+13%
|
|
|
4
|
Everhart Financial Group
Dublin,
Ohio
|
$718K
|
-$970
|
-31
|
-0.1%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$681K
|
-$124K
|
-3,977
|
-15%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$525K
|
+$208K
|
+6,659
|
+62%
|
|
|
7
|
Safeguard Financial
Minocqua,
Wisconsin
|
$507K
|
+$108K
|
+3,439
|
+26%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$387K
|
+$79.7K
|
+2,548
|
+25%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$289K
|
+$89K
|
+2,844
|
+42%
|
|
|
10
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$236K
|
+$246K
|
+7,871
|
New
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$164K
|
+$171K
|
+5,475
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$107K
|
+$112K
|
+3,572
|
New
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$103K
|
–
|
–
|
–
|
|
|
14
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$14.9K
|
+$15.5K
|
+495
|
New
|
|
|
15
|
McIlrath & Eck
Arlington,
Washington
|
$12.6K
|
-$8.57K
|
-274
|
-40%
|
|
|
16
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$7.51K
|
+$7.82K
|
+250
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$244K
|
-7,801
|
Closed
|
|
|
18
|
|
–
|
-$241K
|
-7,699
|
Closed
|
|
