|
1
|
ALM First Financial Advisors
Dallas,
Texas
|
$47.4M
|
–
|
–
|
–
|
|
|
2
|
Fermata Advisors
Sonoma,
California
|
$3.71M
|
+$135K
|
+5,340
|
+4%
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$1.46M
|
-$381K
|
-15,096
|
-21%
|
|
|
4
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.2M
|
+$37.9K
|
+1,498
|
+3%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$1.1M
|
-$2.41M
|
-95,500
|
-69%
|
|
|
6
|
GTS Securities
Miami,
Florida
|
$940K
|
+$376K
|
+14,878
|
+70%
|
|
|
7
|
ICA Group Wealth Management
Denver,
Colorado
|
$750K
|
-$12.9K
|
-510
|
-2%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$643K
|
+$625K
|
+24,754
|
New
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$555K
|
-$454K
|
-17,972
|
-46%
|
|
|
10
|
RWA Wealth Partners
Newton,
Massachusetts
|
$397K
|
–
|
–
|
–
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$312K
|
+$304K
|
+12,027
|
New
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$312K
|
+$304K
|
+12,027
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$257K
|
-$19.6K
|
-774
|
-7%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$56.6K
|
-$37.3K
|
-1,475
|
-40%
|
|
|
15
|
Parallel Advisors
San Francisco,
California
|
$11K
|
+$152
|
+6
|
+1%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.98K
|
-$82.4K
|
-3,263
|
-97%
|
|
|
17
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.43K
|
+$25
|
+1
|
+2%
|
|
|
18
|
|
$29
|
–
|
–
|
–
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$26
|
+$25
|
+1
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$10
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$954K
|
-37,961
|
Closed
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
–
|
-$14.7K
|
-583
|
Closed
|
|
