|
1
|
HUB Investment Partners
Austin,
Texas
|
$7.71M
|
+$7.75M
|
+310,436
|
New
|
|
|
2
|
Pinion Investment Advisors
Wichita,
Kansas
|
$2.8M
|
+$1.68M
|
+67,198
|
+148%
|
|
|
3
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2M
|
+$2.01M
|
+80,708
|
New
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.91M
|
+$1.9M
|
+76,196
|
New
|
|
|
5
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.35M
|
+$1.36M
|
+54,455
|
New
|
|
|
6
|
Snowden Capital Advisors
New York
|
$1.04M
|
+$1.04M
|
+41,698
|
New
|
|
|
7
|
Gerber LLC
Columbus,
Ohio
|
$915K
|
+$920K
|
+36,854
|
New
|
|
|
8
|
Farther Finance Advisors
San Francisco,
California
|
$542K
|
+$544K
|
+21,814
|
New
|
|
|
9
|
Millington Financial Advisors
Naperville,
Illinois
|
$521K
|
+$528K
|
+21,150
|
New
|
|
|
10
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$511K
|
+$514K
|
+20,591
|
New
|
|
|
11
|
CAP Partners LLC
Franklin,
Tennessee
|
$506K
|
+$509K
|
+20,400
|
New
|
|
|
12
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$412K
|
+$414K
|
+16,586
|
New
|
|
|
13
|
Maia Wealth
Denver,
Colorado
|
$362K
|
+$364K
|
+14,567
|
New
|
|
|
14
|
Box Hill Private Wealth
Scottsdale,
Arizona
|
$335K
|
+$337K
|
+13,506
|
New
|
|
|
15
|
Silver Oak Securities
Jackson,
Tennessee
|
$310K
|
+$312K
|
+12,487
|
New
|
|
|
16
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$263K
|
+$264K
|
+10,584
|
New
|
|
|
17
|
Summit Financial
Parsippany,
New Jersey
|
$232K
|
+$234K
|
+9,362
|
New
|
|
|
18
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$220K
|
+$221K
|
+8,855
|
New
|
|
|
19
|
PlanVest Financial
Gaithersburg,
Maryland
|
$33.9K
|
+$34.1K
|
+1,366
|
New
|
|
|
20
|
Toth Financial Advisory
Leesburg,
Virginia
|
$260
|
–
|
–
|
–
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$1.35M
|
-56,450
|
Closed
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$202K
|
-8,418
|
Closed
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$86K
|
-3,592
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$96
|
-4
|
Closed
|
|
