|
1
|
Crown Wealth Group
Charlotte,
North Carolina
|
$12.9M
|
+$128K
|
+4,722
|
+1%
|
|
|
2
|
VanWeelden Wealth Management
West Chester Township,
Ohio
|
$9.8M
|
-$7.49M
|
-275,358
|
-43%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.6M
|
-$7.07M
|
-259,967
|
-42%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.39M
|
-$27.2K
|
-999
|
-1%
|
|
|
5
|
Harbour Investments
Madison,
Wisconsin
|
$1.45M
|
+$720K
|
+26,476
|
+99%
|
|
|
6
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$1.44M
|
-$153K
|
-5,630
|
-8%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.15M
|
+$765K
|
+28,105
|
+197%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$843K
|
-$499K
|
-18,340
|
-37%
|
|
|
9
|
Calamos Wealth Management
Naperville,
Illinois
|
$744K
|
+$20.1K
|
+740
|
+3%
|
|
|
10
|
Calamos Advisors
Naperville,
Illinois
|
$744K
|
+$746K
|
+27,412
|
New
|
|
|
11
|
Signal Advisors Wealth
Detroit,
Michigan
|
$658K
|
-$49.4K
|
-1,815
|
-7%
|
|
|
12
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$658K
|
-$7.59K
|
-279
|
-1%
|
|
|
13
|
Centaurus Financial
Anaheim,
California
|
$596K
|
+$68.1K
|
+2,504
|
+13%
|
|
|
14
|
Wedbush Securities
Los Angeles,
California
|
$546K
|
–
|
–
|
–
|
|
|
15
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$352K
|
–
|
–
|
–
|
|
|
16
|
SageView Advisory Group
Newport Beach,
California
|
$289K
|
–
|
–
|
–
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$289K
|
+$290K
|
+10,647
|
New
|
|
|
18
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$278K
|
–
|
–
|
–
|
|
|
19
|
|
$272K
|
+$273K
|
+10,035
|
New
|
|
|
20
|
Creative Financial Designs
Kokomo,
Indiana
|
$218K
|
+$12.3K
|
+451
|
+6%
|
|
|
21
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$200K
|
-$15K
|
-553
|
-7%
|
|
|
22
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$74.5K
|
+$74.7K
|
+2,745
|
New
|
|
|
23
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$33.4K
|
+$544
|
+20
|
+2%
|
|
|
24
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$33.4K
|
+$33.5K
|
+1,230
|
New
|
|
|
25
|
CX Institutional
Auburn,
Indiana
|
$10K
|
–
|
–
|
–
|
|
