|
1
|
BluePath Capital Management
Atlanta,
Georgia
|
$2.76M
|
+$984K
|
+44,931
|
+40%
|
|
|
2
|
SMART Wealth
Omaha,
Nebraska
|
$1.11M
|
+$1.39M
|
+63,341
|
New
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$671K
|
+$840K
|
+38,355
|
New
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$388K
|
+$126K
|
+5,734
|
+35%
|
|
|
5
|
|
$371K
|
-$332K
|
-15,163
|
-42%
|
|
|
6
|
SOA Wealth Advisors
New York
|
$21.8K
|
+$5.32K
|
+243
|
+24%
|
|
|
7
|
Kingdom Financial Group
Peoria,
Arizona
|
$17.6K
|
+$22K
|
+1,005
|
New
|
|
|
8
|
SignatureFD
Atlanta,
Georgia
|
$15.2K
|
+$19K
|
+869
|
New
|
|
|
9
|
ORG Partners
Roanoke,
Indiana
|
$8.8K
|
+$11K
|
+503
|
New
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$5.25K
|
+$6.57K
|
+300
|
New
|
|
|
11
|
Delos Wealth Advisors
Dallas,
Texas
|
$4.03K
|
+$5.04K
|
+230
|
New
|
|
|
12
|
Pin Oak Investment Advisors
Houston,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$2.03K
|
+$2.54K
|
+116
|
New
|
|
|
14
|
Scarborough Advisors
Annapolis,
Maryland
|
$1.8K
|
+$2.25K
|
+103
|
New
|
|
|
15
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$35
|
+$44
|
+2
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$19
|
–
|
–
|
–
|
|
|
17
|
Principia Wealth Advisory
Dallas,
Texas
|
–
|
-$31.4K
|
-1,290
|
Closed
|
|
|
18
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
–
|
-$3.65K
|
-150
|
Closed
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
–
|
-$194
|
-8
|
Closed
|
|
