|
1
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$15.8M
|
+$760K
|
+30,601
|
+5%
|
|
|
2
|
Marks Wealth
Annapolis,
Maryland
|
$7.21M
|
-$382K
|
-15,368
|
-5%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$1.73M
|
+$1.75M
|
+70,602
|
New
|
|
|
4
|
Values First Advisors
Gray,
Tennessee
|
$1.52M
|
-$4.77K
|
-192
|
-0.3%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.16M
|
-$31.1K
|
-1,250
|
-3%
|
|
|
6
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.1M
|
+$1.07M
|
+43,095
|
+2,432%
|
|
|
7
|
|
$491K
|
+$497K
|
+20,016
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$463K
|
+$6.41K
|
+258
|
+1%
|
|
|
9
|
Montag & Associates
Atlanta,
Georgia
|
$362K
|
-$153K
|
-6,150
|
-29%
|
|
|
10
|
Nadler Financial Group
Deerfield,
Illinois
|
$339K
|
+$98.9K
|
+3,980
|
+40%
|
|
|
11
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$298K
|
+$302K
|
+12,160
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$290K
|
+$294K
|
+11,821
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$216K
|
+$219K
|
+8,824
|
New
|
|
|
14
|
Exane Derivatives
Paris,
France
|
$48.9K
|
+$49.7K
|
+2,000
|
New
|
|
|
15
|
Tradition Wealth Management
Edina,
Minnesota
|
$11K
|
–
|
–
|
–
|
|
|
16
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
17
|
Focused Wealth Management
Newburgh,
New York
|
$2K
|
–
|
–
|
–
|
|
|
18
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$17.3M
|
-687,214
|
Closed
|
|
|
19
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$2.51M
|
-99,529
|
Closed
|
|
|
20
|
IMC Chicago
Chicago,
Illinois
|
–
|
-$336K
|
-13,303
|
Closed
|
|
