|
1
|
World Investment Advisors
Santa Barbara,
California
|
$2.47M
|
+$1.66M
|
+66,490
|
+203%
|
|
|
2
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.75M
|
+$161K
|
+6,447
|
+10%
|
|
|
3
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.56M
|
+$32.1K
|
+1,283
|
+2%
|
|
|
4
|
Maia Wealth
Denver,
Colorado
|
$1.21M
|
+$31.4K
|
+1,258
|
+3%
|
|
|
5
|
Stephens Inc
Little Rock,
Arkansas
|
$1.01M
|
-$44.9K
|
-1,796
|
-4%
|
|
|
6
|
M Holdings Securities
Portland,
Oregon
|
$828K
|
+$829K
|
+33,201
|
New
|
|
|
7
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$767K
|
-$748K
|
-29,952
|
-50%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$584K
|
+$251K
|
+10,063
|
+75%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$519K
|
-$638K
|
-25,525
|
-55%
|
|
|
10
|
Schulz Wealth
Mansfield,
Texas
|
$474K
|
–
|
–
|
–
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$319K
|
-$730K
|
-29,208
|
-70%
|
|
|
12
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$286K
|
-$7.5K
|
-300
|
-3%
|
|
|
13
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$228K
|
–
|
–
|
–
|
|
|
14
|
Sunbelt Securities
Houston,
Texas
|
$130K
|
+$125K
|
+5,000
|
+2,500%
|
|
|
15
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$52.3K
|
+$52.4K
|
+2,096
|
New
|
|
|
16
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$50.4K
|
–
|
–
|
–
|
|
|
17
|
CoreCap Advisors
Southfield,
Michigan
|
$7.24K
|
+$125
|
+5
|
+2%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$6.99K
|
–
|
–
|
–
|
|
|
19
|
Principal Securities
Des Moines,
Iowa
|
$4.99K
|
–
|
–
|
–
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$998
|
–
|
–
|
–
|
|
|
21
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
–
|
-$1M
|
-40,371
|
Closed
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$497K
|
-20,060
|
Closed
|
|
|
23
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
–
|
-$369K
|
-14,871
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$8.65K
|
-349
|
Closed
|
|
