|
1
|
MBL Wealth
Charlotte,
North Carolina
|
$9.27M
|
+$1.4M
|
+49,392
|
+18%
|
|
|
2
|
|
$2.78M
|
+$495K
|
+17,413
|
+22%
|
|
|
3
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$1.03M
|
-$5.54K
|
-195
|
-0.5%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$938K
|
+$160K
|
+5,620
|
+21%
|
|
|
5
|
Calamos Wealth Management
Naperville,
Illinois
|
$711K
|
-$14K
|
-493
|
-2%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$394K
|
+$105K
|
+3,704
|
+37%
|
|
|
7
|
McDonald Partners
Cleveland,
Ohio
|
$358K
|
–
|
–
|
–
|
|
|
8
|
Harbour Investments
Madison,
Wisconsin
|
$334K
|
-$44.7K
|
-1,575
|
-12%
|
|
|
9
|
|
$273K
|
+$271K
|
+9,554
|
New
|
|
|
10
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$262K
|
+$260K
|
+9,163
|
New
|
|
|
11
|
Copperleaf Capital
Raleigh,
North Carolina
|
$262K
|
-$849K
|
-29,880
|
-77%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$120K
|
+$31K
|
+1,090
|
+35%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$34.3K
|
+$34.1K
|
+1,199
|
New
|
|
|
14
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$14.3K
|
+$14.2K
|
+500
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.3K
|
–
|
–
|
–
|
|
|
16
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.43K
|
–
|
–
|
–
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.25M
|
-46,360
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$162K
|
-5,987
|
Closed
|
|
