|
1
|
Centaurus Financial
Anaheim,
California
|
$1.95M
|
+$1.93M
|
+73,895
|
New
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.36M
|
-$326K
|
-12,506
|
-19%
|
|
|
3
|
Calamos Wealth Management
Naperville,
Illinois
|
$1.33M
|
+$48.7K
|
+1,868
|
+4%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.23M
|
+$1.22M
|
+46,691
|
New
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.14M
|
-$2.02M
|
-77,495
|
-64%
|
|
|
6
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$982K
|
+$969K
|
+37,159
|
New
|
|
|
7
|
Owen LaRue
Elizabethtown,
Kentucky
|
$759K
|
+$750K
|
+28,745
|
New
|
|
|
8
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$753K
|
–
|
–
|
–
|
|
|
9
|
Camelot Portfolios
Maumee,
Ohio
|
$730K
|
-$14.4K
|
-552
|
-2%
|
|
|
10
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$559K
|
–
|
–
|
–
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$556K
|
+$549K
|
+21,034
|
New
|
|
|
12
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$433K
|
–
|
–
|
–
|
|
|
13
|
PFG Advisors
Phoenix,
Arizona
|
$314K
|
+$311K
|
+11,906
|
New
|
|
|
14
|
Advisor OS
Chicago,
Illinois
|
$293K
|
+$37.5K
|
+1,437
|
+15%
|
|
|
15
|
MJP Associates
Farmington,
Connecticut
|
$255K
|
-$37.5K
|
-1,437
|
-13%
|
|
|
16
|
Able Wealth Management
Toms River,
New Jersey
|
$244K
|
–
|
–
|
–
|
|
|
17
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$225K
|
–
|
–
|
–
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$79.2K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$79.1K
|
–
|
–
|
–
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
$49.3K
|
+$48.7K
|
+1,866
|
New
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22K
|
–
|
–
|
–
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$8.59K
|
–
|
–
|
–
|
|
|
23
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$226K
|
-8,784
|
Closed
|
|
|
24
|
Silverlake Wealth Management
Williston,
Vermont
|
–
|
-$219K
|
-8,500
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$36.5K
|
-1,418
|
Closed
|
|
