|
1
|
VanWeelden Wealth Management
West Chester Township,
Ohio
|
$16.3M
|
+$16.5M
|
+668,448
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.1M
|
+$16.3M
|
+658,959
|
New
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.2M
|
+$621K
|
+25,121
|
+104%
|
|
|
4
|
Centaurus Financial
Anaheim,
California
|
$1.01M
|
+$535K
|
+21,646
|
+109%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$544K
|
+$253K
|
+10,247
|
+85%
|
|
|
6
|
Calamos Wealth Management
Naperville,
Illinois
|
$528K
|
+$83.7K
|
+3,385
|
+19%
|
|
|
7
|
Samalin Investment Counsel
Chappaqua,
New York
|
$432K
|
+$167K
|
+6,776
|
+62%
|
|
|
8
|
Claro Advisors
Boston,
Massachusetts
|
$405K
|
-$7.41K
|
-300
|
-2%
|
|
|
9
|
Harbour Investments
Madison,
Wisconsin
|
$323K
|
+$196K
|
+7,937
|
+150%
|
|
|
10
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$279K
|
–
|
–
|
–
|
|
|
11
|
Wedbush Securities
Los Angeles,
California
|
$254K
|
–
|
–
|
–
|
|
|
12
|
WealthTrust Asset Management
Destin,
Florida
|
$240K
|
+$494
|
+20
|
+0.2%
|
|
|
13
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$203K
|
+$206K
|
+8,321
|
New
|
|
|
14
|
Signal Advisors Wealth
Detroit,
Michigan
|
$203K
|
+$206K
|
+8,321
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$180K
|
+$24.3K
|
+985
|
+15%
|
|
|
16
|
Creative Financial Designs
Kokomo,
Indiana
|
$56.8K
|
+$57.5K
|
+2,328
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$40.1K
|
+$40.6K
|
+1,644
|
New
|
|
|
18
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$40K
|
–
|
–
|
–
|
|
|
19
|
Wick Capital Partners
Wayne,
Pennsylvania
|
–
|
-$418K
|
-16,962
|
Closed
|
|
