|
1
|
Harbour Investments
Madison,
Wisconsin
|
$2.54M
|
+$185K
|
+6,791
|
+8%
|
|
|
2
|
Centaurus Financial
Anaheim,
California
|
$2.48M
|
–
|
–
|
–
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.27M
|
-$63.1K
|
-2,316
|
-3%
|
|
|
4
|
Owen LaRue
Elizabethtown,
Kentucky
|
$1.5M
|
-$1.61K
|
-59
|
-0.1%
|
|
|
5
|
Calamos Wealth Management
Naperville,
Illinois
|
$956K
|
-$228K
|
-8,371
|
-19%
|
|
|
6
|
Calamos Advisors
Naperville,
Illinois
|
$956K
|
+$959K
|
+35,208
|
New
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$709K
|
-$60.9K
|
-2,233
|
-8%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$613K
|
+$615K
|
+22,578
|
New
|
|
|
9
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$472K
|
–
|
–
|
–
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$401K
|
-$735K
|
-26,973
|
-65%
|
|
|
11
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$348K
|
–
|
–
|
–
|
|
|
12
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$274K
|
–
|
–
|
–
|
|
|
13
|
Stolz & Associates
Tacoma,
Washington
|
$263K
|
–
|
–
|
–
|
|
|
14
|
MGO One Seven
Beachwood,
Ohio
|
$244K
|
–
|
–
|
–
|
|
|
15
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$97.1K
|
–
|
–
|
–
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$75.4K
|
+$55.1K
|
+2,022
|
+270%
|
|
|
17
|
Creative Financial Designs
Kokomo,
Indiana
|
$55.4K
|
+$899
|
+33
|
+2%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$22K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.83K
|
+$4.85K
|
+178
|
New
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.39K
|
+$3.41K
|
+125
|
New
|
|
|
21
|
TrustBank
Olney,
Illinois
|
–
|
-$287K
|
-10,660
|
Closed
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$71.9K
|
-2,668
|
Closed
|
|
|
23
|
Camelot Portfolios
Maumee,
Ohio
|
–
|
-$16.8K
|
-625
|
Closed
|
|
|
24
|
Tucker Asset Management
Littleton,
Colorado
|
–
|
-$10.9K
|
-404
|
Closed
|
|
|
25
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
–
|
-$2.7K
|
-100
|
Closed
|
|
