|
1
|
BluePath Capital Management
Atlanta,
Georgia
|
$2.37M
|
+$415K
|
+25,519
|
+16%
|
|
|
2
|
SMART Wealth
Omaha,
Nebraska
|
$1.2M
|
+$483K
|
+29,655
|
+47%
|
|
|
3
|
|
$995K
|
+$905K
|
+55,595
|
+262%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$614K
|
+$410K
|
+25,185
|
+113%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$287K
|
+$361K
|
+22,149
|
New
|
|
|
6
|
|
$284K
|
+$358K
|
+21,978
|
New
|
|
|
7
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$131K
|
+$164K
|
+10,097
|
New
|
|
|
8
|
SOA Wealth Advisors
New York
|
$21.6K
|
+$6.9K
|
+424
|
+34%
|
|
|
9
|
Kingdom Financial Group
Peoria,
Arizona
|
$14.3K
|
+$1.6K
|
+98
|
+10%
|
|
|
10
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$14.3K
|
+$18K
|
+1,103
|
New
|
|
|
11
|
SignatureFD
Atlanta,
Georgia
|
$12.3K
|
+$1.37K
|
+84
|
+10%
|
|
|
12
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$9.71K
|
+$12.2K
|
+750
|
New
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$6.89K
|
+$3.78K
|
+232
|
+77%
|
|
|
14
|
Pin Oak Investment Advisors
Houston,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
15
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$1.94K
|
+$2.44K
|
+150
|
New
|
|
|
16
|
Scarborough Advisors
Annapolis,
Maryland
|
$1.46K
|
+$163
|
+10
|
+10%
|
|
|
17
|
Osbon Capital Management
Boston,
Massachusetts
|
$738
|
+$928
|
+57
|
New
|
|
|
18
|
|
$19
|
+$16
|
+1
|
New
|
|
|
19
|
Swan Capital
Pensacola,
Florida
|
$13
|
+$16
|
+1
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$6
|
-$16
|
-1
|
Closed
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$671K
|
-38,355
|
Closed
|
|
|
22
|
Delos Wealth Advisors
Dallas,
Texas
|
–
|
-$4.03K
|
-230
|
Closed
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$2.03K
|
-116
|
Closed
|
|
|
24
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
–
|
-$35
|
-2
|
Closed
|
|
