|
1
|
BluePath Capital Management
Atlanta,
Georgia
|
$32M
|
+$2.81M
|
+143,452
|
+10%
|
|
|
2
|
SMART Wealth
Omaha,
Nebraska
|
$7.95M
|
-$2.36M
|
-120,739
|
-23%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$3.19M
|
-$25.3M
|
-1,291,954
|
-89%
|
|
|
4
|
|
$2.69M
|
+$338K
|
+17,270
|
+14%
|
|
|
5
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.84M
|
-$2.37K
|
-121
|
-0.1%
|
|
|
6
|
Wellington Wealth Strategies
Indianapolis,
Indiana
|
$1.7M
|
-$107K
|
-5,470
|
-34%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1,000K
|
+$1.01M
|
+51,575
|
New
|
|
|
8
|
Zega Financial
Palm Beach Gardens,
Florida
|
$904K
|
+$265K
|
+13,538
|
+41%
|
|
|
9
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$788K
|
+$193K
|
+9,851
|
+32%
|
|
|
10
|
Centric Wealth Management
Chicago,
Illinois
|
$730K
|
+$14.4K
|
+738
|
+2%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$323K
|
-$958
|
-49
|
-0.3%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$323K
|
-$958
|
-49
|
-0.3%
|
|
|
13
|
Ignite Planners
San Clemente,
California
|
$236K
|
+$2.62K
|
+134
|
+1%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$215K
|
-$55.3K
|
-2,828
|
-20%
|
|
|
15
|
|
$49.9K
|
+$50.3K
|
+2,574
|
+257,400%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$23.5K
|
-$19.4K
|
-991
|
-45%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$197K
|
-10,000
|
Closed
|
|
