|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.6M
|
–
|
–
|
–
|
|
|
2
|
Lucia Wealth Services
San Diego,
California
|
$1.49M
|
+$1.29M
|
+14,620
|
+313%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$707K
|
+$804K
|
+9,144
|
New
|
|
|
4
|
|
$613K
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$398K
|
+$267K
|
+3,032
|
+144%
|
|
|
6
|
|
$393K
|
+$446K
|
+5,074
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$337K
|
+$383K
|
+4,352
|
New
|
|
|
8
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$308K
|
-$610K
|
-6,936
|
-64%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$107K
|
+$121K
|
+1,375
|
New
|
|
|
10
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$84K
|
+$4.84K
|
+55
|
+5%
|
|
|
11
|
LifePlan Financial Group
Dayton,
Ohio
|
$58K
|
–
|
–
|
–
|
|
|
12
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$34K
|
+$38.3K
|
+435
|
New
|
|
|
13
|
Lake Point Wealth Management
Rockwall,
Texas
|
$10K
|
–
|
–
|
–
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$3K
|
-$1.85K
|
-21
|
-36%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
16
|
SignatureFD
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
17
|
Investors Research Corp
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$494K
|
-5,517
|
Closed
|
|
|
19
|
LPL Financial
San Diego,
California
|
–
|
-$242K
|
-2,705
|
Closed
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$225K
|
-2,518
|
Closed
|
|
|
21
|
BDO Wealth Advisors
Jacksonville,
Florida
|
–
|
-$10K
|
-110
|
Closed
|
|
