|
1
|
Hippocratic Financial Advisors
Westlake Village,
California
|
$29.7M
|
+$1.68M
|
+33,539
|
+6%
|
|
|
2
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$27.8M
|
+$6.38M
|
+127,107
|
+30%
|
|
|
3
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$8.19M
|
+$421K
|
+8,389
|
+5%
|
|
|
4
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$4.61M
|
+$4.6M
|
+91,696
|
New
|
|
|
5
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.54M
|
-$1.67M
|
-33,260
|
-32%
|
|
|
6
|
|
$1.34M
|
+$181K
|
+3,598
|
+16%
|
|
|
7
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$984K
|
+$16.1K
|
+320
|
+2%
|
|
|
8
|
Walser Wealth Management
Tampa,
Florida
|
$917K
|
+$634K
|
+12,627
|
+224%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$814K
|
+$813K
|
+16,195
|
New
|
|
|
10
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$289K
|
+$289K
|
+5,750
|
New
|
|
|
11
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$258K
|
+$257K
|
+5,127
|
New
|
|
|
12
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$254K
|
+$253K
|
+5,050
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$226K
|
-$42.9K
|
-854
|
-16%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$150K
|
+$150K
|
+2,989
|
New
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$135K
|
+$135K
|
+2,683
|
New
|
|
|
16
|
Ashton Thomas Securities
Rochester,
New York
|
$77.8K
|
+$77.7K
|
+1,548
|
New
|
|
|
17
|
Advisornet Financial
Minnetonka,
Minnesota
|
$11.6K
|
+$100
|
+2
|
+0.9%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.41K
|
+$1.41K
|
+28
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$151
|
+$151
|
+3
|
New
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$107
|
–
|
–
|
–
|
|
|
21
|
Integrity Alliance
Urbandale,
Iowa
|
–
|
-$811K
|
-16,195
|
Closed
|
|
|
22
|
Gotham Asset Management
New York
|
–
|
-$248K
|
-4,960
|
Closed
|
|
|
23
|
Root Financial Partners
Encinitas,
California
|
–
|
-$38.2K
|
-762
|
Closed
|
|
