|
1
|
Everest Management Corp
Cupertino,
California
|
$6.69M
|
+$5.77M
|
+56,384
|
+644%
|
|
|
2
|
Stegent Equity Advisors
Houston,
Texas
|
$5.13M
|
+$5.12M
|
+50,013
|
New
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.98M
|
+$2.06M
|
+20,127
|
+227%
|
|
|
4
|
&Partners
Nashville,
Tennessee
|
$2.68M
|
+$30K
|
+293
|
+1%
|
|
|
5
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$798K
|
–
|
–
|
–
|
|
|
6
|
Golden Bell Financial Planning
Alpharetta,
Georgia
|
$767K
|
–
|
–
|
–
|
|
|
7
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$513K
|
+$205K
|
+2,000
|
+67%
|
|
|
8
|
Flynn Zito Capital Management
Garden City,
New York
|
$438K
|
+$437K
|
+4,268
|
New
|
|
|
9
|
Signet Private Wealth
Chicago,
Illinois
|
$409K
|
+$20.6K
|
+201
|
+5%
|
|
|
10
|
Family Office Research
Bethesda,
Maryland
|
$383K
|
+$99.6K
|
+973
|
+35%
|
|
|
11
|
ATX Financial Planning
Austin,
Texas
|
$277K
|
-$19.2K
|
-188
|
-7%
|
|
|
12
|
Crew Capital Management
Cincinnati,
Ohio
|
$253K
|
+$252K
|
+2,465
|
New
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
$118K
|
+$117K
|
+1,147
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$101K
|
+$5.12K
|
+50
|
+5%
|
|
|
15
|
Evolution Wealth Management
Fort Myers,
Florida
|
$71.4K
|
+$71.3K
|
+696
|
New
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$65.3K
|
+$65.1K
|
+636
|
New
|
|
|
17
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$57K
|
-$5.12K
|
-50
|
-8%
|
|
|
18
|
Essential Partners
Rancho Santa Fe,
California
|
$5.13K
|
–
|
–
|
–
|
|
|
19
|
Black Swift Group
Boulder,
Colorado
|
–
|
-$1.01M
|
-9,850
|
Closed
|
|
|
20
|
|
–
|
-$337K
|
-3,298
|
Closed
|
|
