|
1
|
VanWeelden Wealth Management
West Chester Township,
Ohio
|
$16.1M
|
+$16M
|
+632,609
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.8M
|
+$15.7M
|
+623,086
|
New
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.78M
|
+$2.5M
|
+99,201
|
+943%
|
|
|
4
|
Owen LaRue
Elizabethtown,
Kentucky
|
$2.78M
|
-$167K
|
-6,625
|
-6%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.15M
|
+$495K
|
+19,624
|
+77%
|
|
|
6
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$1.09M
|
–
|
–
|
–
|
|
|
7
|
Centaurus Financial
Anaheim,
California
|
$954K
|
+$949K
|
+37,603
|
New
|
|
|
8
|
Calamos Wealth Management
Naperville,
Illinois
|
$672K
|
-$40.7K
|
-1,615
|
-6%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$366K
|
-$1.18M
|
-46,752
|
-76%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$313K
|
-$87.1K
|
-3,451
|
-22%
|
|
|
11
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$301K
|
+$155K
|
+6,151
|
+108%
|
|
|
12
|
Claro Advisors
Boston,
Massachusetts
|
$295K
|
-$12.6K
|
-500
|
-4%
|
|
|
13
|
Berger Financial Group
Plymouth,
Minnesota
|
$213K
|
-$2.22K
|
-88
|
-1%
|
|
|
14
|
Leelyn Smith
Geneva,
Illinois
|
$206K
|
–
|
–
|
–
|
|
|
15
|
Maxwell Wealth Strategies
Pleasanton,
California
|
$205K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$106K
|
+$79.6K
|
+3,154
|
+315%
|
|
|
17
|
Creative Financial Designs
Kokomo,
Indiana
|
$20.6K
|
+$20.4K
|
+810
|
New
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$14.1K
|
+$2.98K
|
+118
|
+27%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$914
|
+$908
|
+36
|
New
|
|
|
20
|
|
–
|
-$1.07M
|
-42,769
|
Closed
|
|
