|
1
|
Concentrum Wealth Management
San Jose,
California
|
$3.01M
|
-$629K
|
-19,939
|
-17%
|
|
|
2
|
Maia Wealth
Denver,
Colorado
|
$2.9M
|
+$2.86M
|
+90,817
|
New
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$791K
|
+$784K
|
+24,883
|
New
|
|
|
4
|
|
$749K
|
+$12.7K
|
+402
|
+2%
|
|
|
5
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$676K
|
–
|
–
|
–
|
|
|
6
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$572K
|
-$94.6K
|
-3,000
|
-14%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$562K
|
+$4.6K
|
+146
|
+0.8%
|
|
|
8
|
Precedent Wealth Partners
Houston,
Texas
|
$375K
|
–
|
–
|
–
|
|
|
9
|
Harbour Investments
Madison,
Wisconsin
|
$362K
|
–
|
–
|
–
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$322K
|
+$319K
|
+10,135
|
New
|
|
|
11
|
Crown Wealth Group
Charlotte,
North Carolina
|
$258K
|
–
|
–
|
–
|
|
|
12
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$205K
|
–
|
–
|
–
|
|
|
13
|
Creekmur Asset Management
Morton,
Illinois
|
$175K
|
+$4.48K
|
+142
|
+3%
|
|
|
14
|
Barclays
London,
United Kingdom
|
$124K
|
+$123K
|
+3,899
|
New
|
|
|
15
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$103K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$102K
|
–
|
–
|
–
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$82.9K
|
-$53.1K
|
-1,683
|
-39%
|
|
|
18
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$73.5K
|
–
|
–
|
–
|
|
|
19
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$57.2K
|
+$56.7K
|
+1,800
|
New
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$49.5K
|
+$49.1K
|
+1,557
|
New
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$1.21K
|
+$1.2K
|
+38
|
New
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$600K
|
-19,200
|
Closed
|
|
|
23
|
Grantvest Financial Group
Matawan,
New Jersey
|
–
|
-$548K
|
-17,515
|
Closed
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$265K
|
-8,469
|
Closed
|
|
|
25
|
Riggs Asset Management
Dallas,
Pennsylvania
|
–
|
-$162K
|
-5,192
|
Closed
|
|
