|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.6M
|
–
|
–
|
–
|
|
|
2
|
Lucia Wealth Services
San Diego,
California
|
$3.46M
|
+$1.46M
|
+16,263
|
+84%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$780K
|
-$101K
|
-1,119
|
-12%
|
|
|
4
|
|
$770K
|
–
|
–
|
–
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$594K
|
+$550K
|
+6,109
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$393K
|
-$98.6K
|
-1,096
|
-21%
|
|
|
7
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$382K
|
-$4.23K
|
-47
|
-1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$359K
|
+$332K
|
+3,696
|
New
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$203K
|
+$188K
|
+2,091
|
New
|
|
|
10
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$106K
|
–
|
–
|
–
|
|
|
11
|
LifePlan Financial Group
Dayton,
Ohio
|
$73K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$57K
|
-$70.9K
|
-788
|
-57%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$53K
|
+$48.7K
|
+541
|
New
|
|
|
14
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$19K
|
+$17.5K
|
+194
|
New
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
16
|
Investors Research Corp
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
17
|
SignatureFD
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
18
|
|
–
|
-$393K
|
-5,074
|
Closed
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$337K
|
-4,352
|
Closed
|
|
|
20
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$34K
|
-435
|
Closed
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$3K
|
-38
|
Closed
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
–
|
+$90
|
+1
|
New
|
|
