|
1
|
|
$1.15M
|
+$1.22M
|
+55,296
|
New
|
|
|
2
|
Calamos Advisors
Naperville,
Illinois
|
$738K
|
-$247K
|
-11,225
|
-24%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$466K
|
+$494K
|
+22,431
|
New
|
|
|
4
|
Titleist Asset Management
San Antonio,
Texas
|
$382K
|
+$182K
|
+8,274
|
+82%
|
|
|
5
|
IFP Advisors
Tampa,
Florida
|
$377K
|
-$70.1K
|
-3,180
|
-15%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$316K
|
+$335K
|
+15,221
|
New
|
|
|
7
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$250K
|
–
|
–
|
–
|
|
|
8
|
Diligent Investors
Redlands,
California
|
$229K
|
–
|
–
|
–
|
|
|
9
|
Evexia Wealth
Stevens Point,
Wisconsin
|
$224K
|
+$32.7K
|
+1,486
|
+16%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$218K
|
+$231K
|
+10,488
|
New
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$208K
|
-$41.9K
|
-1,900
|
-16%
|
|
|
12
|
Truvestments Capital
Sarasota,
Florida
|
$92K
|
–
|
–
|
–
|
|
|
13
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$74.2K
|
+$132
|
+6
|
+0.2%
|
|
|
14
|
Ankerstar Wealth
Leander,
Texas
|
$69.5K
|
-$326K
|
-14,782
|
-82%
|
|
|
15
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$35.8K
|
–
|
–
|
–
|
|
|
16
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$35.8K
|
+$38K
|
+1,726
|
New
|
|
|
17
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$21.2K
|
-$2.69K
|
-122
|
-11%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$17.7K
|
–
|
–
|
–
|
|
|
19
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$16.8K
|
–
|
–
|
–
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$11.5K
|
+$12.2K
|
+554
|
New
|
|
|
21
|
ATX Financial Planning
Austin,
Texas
|
–
|
-$206K
|
-9,070
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$97.9K
|
-4,316
|
Closed
|
|
|
23
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
–
|
-$45.3K
|
-2,000
|
Closed
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$31.6K
|
-1,396
|
Closed
|
|
|
25
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
–
|
-$158
|
-7
|
Closed
|
|
