|
1
|
ALM First Financial Advisors
Dallas,
Texas
|
$46.7M
|
–
|
–
|
–
|
|
|
2
|
Fermata Advisors
Sonoma,
California
|
$3.63M
|
-$28.3K
|
-1,096
|
-0.8%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.34M
|
+$1.3M
|
+50,311
|
+2,309%
|
|
|
4
|
GTS Securities
Miami,
Florida
|
$1.05M
|
+$122K
|
+4,728
|
+13%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$779K
|
+$530K
|
+20,520
|
+207%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$748K
|
+$115K
|
+4,451
|
+18%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$547K
|
–
|
–
|
–
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$408K
|
+$412K
|
+15,940
|
New
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
$391K
|
–
|
–
|
–
|
|
|
10
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$267K
|
+$270K
|
+10,440
|
New
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$250K
|
-$1.2M
|
-46,435
|
-83%
|
|
|
12
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.42K
|
–
|
–
|
–
|
|
|
13
|
|
$33
|
–
|
–
|
–
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$26
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$17
|
+$26
|
+1
|
New
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$1.2M
|
-46,327
|
Closed
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
–
|
-$1.1M
|
-42,360
|
Closed
|
|
|
18
|
ICA Group Wealth Management
Denver,
Colorado
|
–
|
-$750K
|
-28,906
|
Closed
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$312K
|
-12,027
|
Closed
|
|
|
20
|
Parallel Advisors
San Francisco,
California
|
–
|
-$11K
|
-424
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$2.98K
|
-115
|
Closed
|
|
