|
1
|
LifePlan Financial Group
Dayton,
Ohio
|
$2.27M
|
+$462K
|
+5,533
|
+20%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$935K
|
+$1.13M
|
+13,536
|
New
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$602K
|
+$586K
|
+7,024
|
+415%
|
|
|
4
|
|
$374K
|
+$452K
|
+5,419
|
New
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$369K
|
–
|
–
|
–
|
|
|
6
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$315K
|
-$4.92K
|
-59
|
-1%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$261K
|
-$275K
|
-3,292
|
-47%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$231K
|
-$61.9K
|
-742
|
-18%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$162K
|
+$133K
|
+1,591
|
+212%
|
|
|
10
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$109K
|
-$59.7K
|
-715
|
-31%
|
|
|
11
|
Red Door Wealth Management
Memphis,
Tennessee
|
$18K
|
+$22.6K
|
+271
|
New
|
|
|
12
|
Advisornet Financial
Minnetonka,
Minnesota
|
$9K
|
+$10.8K
|
+130
|
New
|
|
|
13
|
Geneos Wealth Management
Englewood,
Colorado
|
$5K
|
+$1K
|
+12
|
+19%
|
|
|
14
|
Investors Research Corp
Atlanta,
Georgia
|
$4K
|
–
|
–
|
–
|
|
|
15
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
–
|
-$14.3M
|
-159,504
|
Closed
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$2.74M
|
-30,586
|
Closed
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$1.26M
|
-14,059
|
Closed
|
|
|
18
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$1.22M
|
-13,646
|
Closed
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$246K
|
-2,745
|
Closed
|
|
|
20
|
Litman Gregory Wealth Management
Larkspur,
California
|
–
|
-$2K
|
-18
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
+$83
|
+1
|
New
|
|
