|
1
|
Old Mission Capital
Chicago,
Illinois
|
$5M
|
+$4.73M
|
+85,035
|
New
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$4.82M
|
+$2.68M
|
+48,117
|
+142%
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$4.61M
|
+$412K
|
+7,402
|
+10%
|
|
|
4
|
Ariadne Wealth Management
Santa Barbara,
California
|
$1.73M
|
+$1.03M
|
+18,431
|
+165%
|
|
|
5
|
CAP Partners LLC
Franklin,
Tennessee
|
$1.03M
|
+$53.9K
|
+968
|
+6%
|
|
|
6
|
|
$855K
|
+$173K
|
+3,116
|
+27%
|
|
|
7
|
Mills Wealth Advisors
Southlake,
Texas
|
$744K
|
+$108K
|
+1,941
|
+18%
|
|
|
8
|
LAM Group
Lake Oswego,
Oregon
|
$570K
|
+$146K
|
+2,615
|
+37%
|
|
|
9
|
Cypress Point Wealth Management
Dallas,
Texas
|
$384K
|
+$9.74K
|
+175
|
+3%
|
|
|
10
|
Cardiff Park Advisors
Carlsbad,
California
|
$363K
|
+$9.96K
|
+179
|
+3%
|
|
|
11
|
Index Fund Advisors
Irvine,
California
|
$243K
|
+$230K
|
+4,130
|
New
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$239K
|
+$56
|
+1
|
+0%
|
|
|
13
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$227K
|
+$215K
|
+3,861
|
New
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$64.4K
|
+$60.9K
|
+1,095
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.24K
|
+$779
|
+14
|
+24%
|
|
