|
1
|
Simplify Asset Management
Las Vegas,
Nevada
|
$92.9M
|
+$89.3M
|
+3,896,143
|
+2,600%
|
|
|
2
|
Park Edge Advisors
Cleveland,
Ohio
|
$9M
|
+$1.33M
|
+57,840
|
+17%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$4.12M
|
+$3.74M
|
+163,241
|
+1,018%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.83M
|
+$103K
|
+4,487
|
+3%
|
|
|
5
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.95M
|
+$2.95M
|
+128,581
|
New
|
|
|
6
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$2M
|
+$2.21M
|
+96,249
|
New
|
|
|
7
|
Steward Partners Investment Advisory
New York
|
$1.3M
|
+$980K
|
+42,756
|
+311%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$971K
|
-$18.9K
|
-823
|
-2%
|
|
|
9
|
Wolverine Trading
Chicago,
Illinois
|
$756K
|
+$755K
|
+32,915
|
New
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$721K
|
+$719K
|
+31,379
|
New
|
|
|
11
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$721K
|
+$719K
|
+31,379
|
New
|
|
|
12
|
SFG Wealth Management
Towson,
Maryland
|
$528K
|
+$527K
|
+22,976
|
New
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$402K
|
+$401K
|
+17,497
|
New
|
|
|
14
|
|
$212K
|
+$212K
|
+9,226
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.59K
|
+$8.57K
|
+374
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$6.34K
|
+$6.33K
|
+276
|
New
|
|
|
17
|
|
$32
|
-$23
|
-1
|
-50%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$219K
|
-9,558
|
Closed
|
|
|
19
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
–
|
-$214K
|
-9,329
|
Closed
|
|
|
20
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
–
|
-$2.5K
|
-109
|
Closed
|
|
