|
1
|
Old Mission Capital
Chicago,
Illinois
|
$1.03M
|
+$1M
|
+40,318
|
New
|
|
|
2
|
Calamos Wealth Management
Naperville,
Illinois
|
$551K
|
–
|
–
|
–
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$453K
|
-$113K
|
-4,544
|
-20%
|
|
|
4
|
Samalin Investment Counsel
Chappaqua,
New York
|
$413K
|
-$37.2K
|
-1,500
|
-8%
|
|
|
5
|
Claro Advisors
Boston,
Massachusetts
|
$405K
|
-$17.5K
|
-705
|
-4%
|
|
|
6
|
Harbour Investments
Madison,
Wisconsin
|
$384K
|
+$45.5K
|
+1,831
|
+14%
|
|
|
7
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$333K
|
+$118K
|
+4,750
|
+57%
|
|
|
8
|
Signal Advisors Wealth
Detroit,
Michigan
|
$333K
|
+$118K
|
+4,750
|
+57%
|
|
|
9
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$291K
|
–
|
–
|
–
|
|
|
10
|
Wedbush Securities
Los Angeles,
California
|
$265K
|
–
|
–
|
–
|
|
|
11
|
WealthTrust Asset Management
Destin,
Florida
|
$209K
|
-$40.4K
|
-1,627
|
-17%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$200K
|
+$195K
|
+7,870
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$184K
|
+$138K
|
+5,574
|
+339%
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$59.3K
|
–
|
–
|
–
|
|
|
15
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$38.8K
|
+$37.8K
|
+1,522
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.1K
|
-$163K
|
-6,560
|
-89%
|
|
|
18
|
CX Institutional
Auburn,
Indiana
|
$10K
|
+$9.28K
|
+374
|
New
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$16.1M
|
-658,959
|
Closed
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.2M
|
-49,342
|
Closed
|
|
|
21
|
Centaurus Financial
Anaheim,
California
|
–
|
-$1.01M
|
-41,527
|
Closed
|
|
