|
1
|
Calamos Advisors
Naperville,
Illinois
|
$1.06M
|
+$427K
|
+16,773
|
+56%
|
|
|
2
|
IFP Advisors
Tampa,
Florida
|
$484K
|
+$519K
|
+20,365
|
+2,110%
|
|
|
3
|
Ankerstar Wealth
Leander,
Texas
|
$411K
|
+$462K
|
+18,132
|
New
|
|
|
4
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$273K
|
+$73.1K
|
+2,870
|
+31%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$270K
|
-$79K
|
-3,100
|
-21%
|
|
|
6
|
Diligent Investors
Redlands,
California
|
$250K
|
+$255
|
+10
|
+0.1%
|
|
|
7
|
Titleist Asset Management
San Antonio,
Texas
|
$229K
|
+$258K
|
+10,115
|
New
|
|
|
8
|
Evexia Wealth
Stevens Point,
Wisconsin
|
$221K
|
+$231K
|
+9,087
|
New
|
|
|
9
|
ATX Financial Planning
Austin,
Texas
|
$206K
|
+$231K
|
+9,070
|
New
|
|
|
10
|
Truvestments Capital
Sarasota,
Florida
|
$100K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$97.9K
|
-$277K
|
-10,856
|
-72%
|
|
|
12
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$80.9K
|
+$8.2K
|
+322
|
+10%
|
|
|
13
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$45.3K
|
+$25.5K
|
+1,000
|
+100%
|
|
|
14
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$39.1K
|
-$24.9K
|
-978
|
-36%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$31.6K
|
+$35.6K
|
+1,396
|
New
|
|
|
16
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$26K
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$19.3K
|
–
|
–
|
–
|
|
|
18
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$18.3K
|
–
|
–
|
–
|
|
|
19
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$158
|
+$178
|
+7
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.28M
|
-46,334
|
Closed
|
|
|
21
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$238K
|
-8,570
|
Closed
|
|
|
22
|
|
–
|
-$211K
|
-7,625
|
Closed
|
|
