|
1
|
Centaurus Financial
Anaheim,
California
|
$2.46M
|
+$179K
|
+6,670
|
+8%
|
|
|
2
|
Harbour Investments
Madison,
Wisconsin
|
$2.34M
|
+$1.63M
|
+60,548
|
+230%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.31M
|
-$203K
|
-7,571
|
-8%
|
|
|
4
|
Owen LaRue
Elizabethtown,
Kentucky
|
$1.49M
|
-$280K
|
-10,420
|
-16%
|
|
|
5
|
Calamos Wealth Management
Naperville,
Illinois
|
$1.17M
|
+$572K
|
+21,327
|
+96%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.13M
|
+$745K
|
+27,773
|
+199%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$767K
|
-$141K
|
-5,248
|
-16%
|
|
|
8
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$468K
|
–
|
–
|
–
|
|
|
9
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$342K
|
–
|
–
|
–
|
|
|
10
|
TrustBank
Olney,
Illinois
|
$287K
|
+$286K
|
+10,660
|
New
|
|
|
11
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$272K
|
–
|
–
|
–
|
|
|
12
|
Stolz & Associates
Tacoma,
Washington
|
$257K
|
+$256K
|
+9,530
|
New
|
|
|
13
|
MGO One Seven
Beachwood,
Ohio
|
$243K
|
–
|
–
|
–
|
|
|
14
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$96.4K
|
+$96K
|
+3,575
|
New
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$71.9K
|
+$71.6K
|
+2,668
|
New
|
|
|
16
|
Creative Financial Designs
Kokomo,
Indiana
|
$54.1K
|
+$12.8K
|
+477
|
+31%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$21.8K
|
–
|
–
|
–
|
|
|
18
|
Farther Finance Advisors
San Francisco,
California
|
$20.2K
|
+$20.1K
|
+750
|
New
|
|
|
19
|
Camelot Portfolios
Maumee,
Ohio
|
$16.9K
|
+$16.8K
|
+625
|
New
|
|
|
20
|
Tucker Asset Management
Littleton,
Colorado
|
$10.9K
|
+$10.8K
|
+404
|
New
|
|
|
21
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.7K
|
–
|
–
|
–
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$785K
|
-29,411
|
Closed
|
|
|
23
|
Worth Asset Management
Dallas,
Texas
|
–
|
-$391K
|
-14,655
|
Closed
|
|
|
24
|
Momentum Wealth Planning
Estero,
Florida
|
–
|
-$218K
|
-8,183
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$132K
|
-4,934
|
Closed
|
|
