|
1
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$150M
|
-$3.47M
|
-104,059
|
-2%
|
|
|
2
|
Harbour Investments
Madison,
Wisconsin
|
$5.35M
|
+$765K
|
+22,940
|
+15%
|
|
|
3
|
Atria Wealth Solutions
New York
|
$3.07M
|
+$187K
|
+5,606
|
+6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.94M
|
-$406K
|
-12,190
|
-11%
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.52M
|
+$181K
|
+5,415
|
+7%
|
|
|
6
|
Independent Financial Group
San Diego,
California
|
$1.31M
|
-$89.9K
|
-2,695
|
-6%
|
|
|
7
|
Encompass More Asset Management
Danville,
California
|
$1.31M
|
+$26.2K
|
+787
|
+2%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$626K
|
+$31.8K
|
+953
|
+5%
|
|
|
9
|
|
$530K
|
+$570K
|
+17,103
|
New
|
|
|
10
|
Summit Global Investments
Bountiful,
Utah
|
$336K
|
-$18.9K
|
-568
|
-5%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$202K
|
-$4.04K
|
-121
|
-2%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$197K
|
+$19.1K
|
+574
|
+10%
|
|
|
13
|
|
$67.2K
|
+$33
|
+1
|
+0%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$43.1K
|
-$5.83K
|
-175
|
-11%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$23.4K
|
-$77.4K
|
-2,320
|
-75%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$534K
|
-15,934
|
Closed
|
|
|
17
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$206K
|
-6,169
|
Closed
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$71.4K
|
-2,131
|
Closed
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
–
|
-$55.1K
|
-1,644
|
Closed
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
–
|
-$67
|
-2
|
Closed
|
|
