|
1
|
Brucke Financial
Indianapolis,
Indiana
|
$15.9M
|
+$15.2M
|
+573,635
|
New
|
|
|
2
|
Vise Technologies
New York
|
$14.7M
|
+$14.1M
|
+532,954
|
New
|
|
|
3
|
Financial Connections Group
Corte Madera,
California
|
$8.54M
|
+$512K
|
+19,327
|
+7%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.13M
|
-$102K
|
-3,833
|
-9%
|
|
|
5
|
Long Island Wealth Management
Melville,
New York
|
$975K
|
-$3.53M
|
-133,282
|
-79%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$571K
|
+$547K
|
+20,648
|
New
|
|
|
7
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$550K
|
+$13.5K
|
+508
|
+3%
|
|
|
8
|
Centaurus Financial
Anaheim,
California
|
$534K
|
–
|
–
|
–
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$494K
|
+$34K
|
+1,284
|
+8%
|
|
|
10
|
Kestra Private Wealth Services
Austin,
Texas
|
$470K
|
+$450K
|
+17,000
|
New
|
|
|
11
|
Compass Advisory Group
Melville,
New York
|
$332K
|
+$19.7K
|
+742
|
+7%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$235K
|
-$152K
|
-5,727
|
-40%
|
|
|
13
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
$180K
|
–
|
–
|
–
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$123K
|
-$58.5K
|
-2,208
|
-33%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$1.06M
|
-40,634
|
Closed
|
|
|
16
|
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
|
–
|
-$170K
|
-6,508
|
Closed
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$122K
|
-4,661
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$56.9K
|
-2,174
|
Closed
|
|
