|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.4M
|
–
|
–
|
–
|
|
|
2
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$976K
|
-$48.3K
|
-565
|
-5%
|
|
|
3
|
|
$708K
|
–
|
–
|
–
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$494K
|
-$323K
|
-3,777
|
-41%
|
|
|
5
|
Lucia Wealth Services
San Diego,
California
|
$418K
|
+$399K
|
+4,668
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$242K
|
+$231K
|
+2,705
|
New
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$225K
|
-$2.73K
|
-32
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$189K
|
-$8.37K
|
-98
|
-4%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$92K
|
-$17.6K
|
-206
|
-17%
|
|
|
10
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$92K
|
-$1.45K
|
-17
|
-2%
|
|
|
11
|
LifePlan Financial Group
Dayton,
Ohio
|
$67K
|
–
|
–
|
–
|
|
|
12
|
Lake Point Wealth Management
Rockwall,
Texas
|
$11K
|
+$10.9K
|
+128
|
New
|
|
|
13
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$10K
|
–
|
–
|
–
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$5K
|
–
|
–
|
–
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
16
|
Investors Research Corp
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
17
|
SignatureFD
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$4.71M
|
-57,854
|
Closed
|
|
|
19
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$4.71M
|
-57,842
|
Closed
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$421K
|
-5,176
|
Closed
|
|
|
21
|
|
–
|
-$320K
|
-3,932
|
Closed
|
|
|
22
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$17K
|
-205
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
-$85
|
-1
|
Closed
|
|
