|
1
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.33M
|
+$540K
|
+17,205
|
+30%
|
|
|
2
|
Strategic Equity Management
Tucson,
Arizona
|
$1.18M
|
+$72.4K
|
+2,307
|
+7%
|
|
|
3
|
Moneywise Inc
Forest,
Virginia
|
$968K
|
+$37.9K
|
+1,208
|
+4%
|
|
|
4
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$510K
|
-$3.55K
|
-113
|
-0.7%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$323K
|
+$46.5K
|
+1,480
|
+17%
|
|
|
6
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$255K
|
-$628
|
-20
|
-0.2%
|
|
|
7
|
|
$211K
|
-$185K
|
-5,888
|
-47%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$141K
|
+$142K
|
+4,515
|
New
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$70.6K
|
+$70.9K
|
+2,259
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$21.1K
|
-$146K
|
-4,652
|
-87%
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$21.1K
|
–
|
–
|
–
|
|
|
12
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$19.5K
|
+$19.6K
|
+625
|
New
|
|
|
13
|
Camelot Portfolios
Maumee,
Ohio
|
$18.5K
|
+$18.6K
|
+592
|
New
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$9.38K
|
–
|
–
|
–
|
|
|
15
|
|
$6.14K
|
+$31
|
+1
|
+0.5%
|
|
|
16
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$844
|
+$847
|
+27
|
New
|
|
|
17
|
Capital Insight Partners
Scottsdale,
Arizona
|
–
|
-$30.2M
|
-963,550
|
Closed
|
|
|
18
|
Flow Traders U.S.
New York
|
–
|
-$1.29M
|
-41,112
|
Closed
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$944K
|
-30,109
|
Closed
|
|
|
20
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
–
|
-$652K
|
-20,780
|
Closed
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$276K
|
-8,798
|
Closed
|
|
|
22
|
Allworth Financial
Folsom,
California
|
–
|
-$134K
|
-4,264
|
Closed
|
|
