|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.49M
|
+$69.6K
|
+2,713
|
+3%
|
|
|
2
|
Centaurus Financial
Anaheim,
California
|
$2.25M
|
-$123K
|
-4,801
|
-5%
|
|
|
3
|
Owen LaRue
Elizabethtown,
Kentucky
|
$1.75M
|
+$1.69M
|
+65,715
|
New
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$897K
|
-$8.65K
|
-337
|
-1%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$785K
|
+$755K
|
+29,411
|
New
|
|
|
6
|
Harbour Investments
Madison,
Wisconsin
|
$702K
|
–
|
–
|
–
|
|
|
7
|
Calamos Wealth Management
Naperville,
Illinois
|
$594K
|
+$93.3K
|
+3,635
|
+20%
|
|
|
8
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$463K
|
-$23.4K
|
-911
|
-5%
|
|
|
9
|
Worth Asset Management
Dallas,
Texas
|
$391K
|
–
|
–
|
–
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$373K
|
-$627K
|
-24,459
|
-64%
|
|
|
11
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$336K
|
+$322K
|
+12,546
|
New
|
|
|
12
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$269K
|
–
|
–
|
–
|
|
|
13
|
MGO One Seven
Beachwood,
Ohio
|
$240K
|
–
|
–
|
–
|
|
|
14
|
Momentum Wealth Planning
Estero,
Florida
|
$218K
|
+$210K
|
+8,183
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$132K
|
+$37.6K
|
+1,465
|
+42%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$88K
|
-$115K
|
-4,489
|
-58%
|
|
|
17
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$53.9K
|
–
|
–
|
–
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$40.8K
|
–
|
–
|
–
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$21.6K
|
+$20.8K
|
+810
|
New
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.67K
|
+$2.56K
|
+100
|
New
|
|
|
21
|
Commons Capital
Needham,
Massachusetts
|
–
|
-$377K
|
-15,127
|
Closed
|
|
|
22
|
WFA of San Diego
San Diego,
California
|
–
|
-$2.5K
|
-100
|
Closed
|
|
