AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck

Dual Registered · Mid-Size

Weekly Firm Rating standings for firms in this league.

Standings for the week of 2026-10-19

Based on advisors' public records as of Oct 19, 2026, weighted 70% advisor quality, 30% activity on AdvisorCheck. It is not a recommendation, not investment advice, and not a statement about competence, character, or the quality of any advice. It may not be used for employment, credit, insurance, or housing decisions.

How this is calculated

How this ranking works.Firm Rating blends two things: how the firm's current advisors score on CrossCheck once firm history is set aside (Advisor Quality), and how actively the firm's advisors participate on AdvisorCheck (Engagement) — weighted 70% / 30%. A firm needs at least 3 scored advisors to appear on its league board, or at least 10 scored advisors to appear on the Overall board (the Overall list compares firms of very different sizes, so it uses a stronger statistical adjustment for small samples). This is not a recommendation and not investment advice.

Firm Rating standings for this league, in ranked order.
RankFirmLeague · SizeFirm RatingAdvisor scoreTrustEngagementTrendClaim rate
#24

of 149

UNITED BROKERAGE SERVICES, INCDual Registered · Mid-Size55.173.6 (65 advisors)7512—0%
#24

of 149

USI SECURITIES, INC.Dual Registered · Mid-Size55.173.5 (62 advisors)7812—0%
#24

of 149

HANTZ FINANCIAL SERVICES, INC.Dual Registered · Mid-Size55.173.5 (299 advisors)7512—0%
#24

of 149

CARY STREET PARTNERSDual Registered · Mid-Size55.173.6 (67 advisors)7912—0%
#30

of 149

WINTRUST INVESTMENTS LLCDual Registered · Mid-Size55.073.5 (122 advisors)7412—0%
#30

of 149

ASSOCIATED INVESTMENT SERVICES, INC.Dual Registered · Mid-Size55.073.5 (64 advisors)7312—0%
#30

of 149

PROSPERA FINANCIAL SERVICES, INC.Dual Registered · Mid-Size55.073.4 (260 advisors)6812—0%
#33

of 149

ALLEGHENY INVESTMENTS, LTD.Dual Registered · Mid-Size54.973.3 (60 advisors)7312—0%
#33

of 149

SYNOVUS SECURITIES, INC.Dual Registered · Mid-Size54.973.2 (233 advisors)7312—0%
#33

of 149

LEVEL FOUR FINANCIAL, LLCDual Registered · Mid-Size54.973.3 (140 advisors)6912—0%
#33

of 149

B.B. GRAHAM & COMPANY, INC.Dual Registered · Mid-Size54.973.2 (81 advisors)7012—0%
#33

of 149

SILVER OAK SECURITIES, INCORPORATEDDual Registered · Mid-Size54.973.3 (170 advisors)7212—0%
#33

of 149

SNOWDEN ACCOUNT SERVICES LLCDual Registered · Mid-Size54.973.2 (116 advisors)7912—0%
#39

of 149

DAVENPORT & COMPANY LLCDual Registered · Mid-Size54.873.1 (367 advisors)7712—0%
#39

of 149

INTERNATIONAL ASSETS ADVISORY, LLCDual Registered · Mid-Size54.873.1 (165 advisors)6512—0%
#39

of 149

AMERICAN INDEPENDENT SECURITIES GROUP, LLCDual Registered · Mid-Size54.873.2 (53 advisors)7112—0%
#39

of 149

NAVY FEDERAL INVESTMENT SERVICES, LLCDual Registered · Mid-Size54.873.2 (104 advisors)7912—0%
#43

of 149

GROVE POINT INVESTMENTS, LLCDual Registered · Mid-Size54.773.0 (394 advisors)6912—0%
#43

of 149

CAPITOL SECURITIES MANAGEMENT, INC.Dual Registered · Mid-Size54.773.0 (151 advisors)6612—0%
#43

of 149

CAPITAL INVESTMENT GROUP, INC.Dual Registered · Mid-Size54.773.0 (133 advisors)6912—0%
#43

of 149

MOMENTUM INDEPENDENT NETWORK INC.Dual Registered · Mid-Size54.772.9 (205 advisors)6812—0%
#43

of 149

INVESTMENT PLANNERS, INC.Dual Registered · Mid-Size54.772.9 (83 advisors)7612—0%
#43

of 149

NEXT FINANCIAL GROUP, INC.Dual Registered · Mid-Size54.773.0 (343 advisors)6512—0%
#49

of 149

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.Dual Registered · Mid-Size54.672.9 (244 advisors)6012—0%
#50

of 149

CFD INVESTMENTS, INC.Dual Registered · Mid-Size54.572.7 (163 advisors)7112—0%

Page 2 of 6