|
1
|
Hippocratic Financial Advisors
Westlake Village,
California
|
$28M
|
+$929K
|
+18,426
|
+3%
|
|
|
2
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$21.4M
|
+$8.92M
|
+176,854
|
+71%
|
|
|
3
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$7.74M
|
+$369K
|
+7,310
|
+5%
|
|
|
4
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$5.2M
|
-$1.1M
|
-21,843
|
-17%
|
|
|
5
|
|
$1.16M
|
+$1.17M
|
+23,155
|
New
|
|
|
6
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$965K
|
+$114K
|
+2,255
|
+13%
|
|
|
7
|
Integrity Alliance
Urbandale,
Iowa
|
$811K
|
+$817K
|
+16,195
|
New
|
|
|
8
|
Walser Wealth Management
Tampa,
Florida
|
$282K
|
+$284K
|
+5,629
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$268K
|
+$270K
|
+5,346
|
New
|
|
|
10
|
Gotham Asset Management
New York
|
$248K
|
–
|
–
|
–
|
|
|
11
|
Root Financial Partners
Encinitas,
California
|
$38.2K
|
+$38.4K
|
+762
|
New
|
|
|
12
|
Advisornet Financial
Minnetonka,
Minnesota
|
$11.5K
|
–
|
–
|
–
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$105
|
–
|
–
|
–
|
|
|
14
|
|
–
|
-$1.49M
|
-29,561
|
Closed
|
|
