|
1
|
BluePath Capital Management
Atlanta,
Georgia
|
$22.3M
|
+$551K
|
+32,999
|
+3%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$2.14M
|
+$365K
|
+21,885
|
+21%
|
|
|
3
|
Navis Wealth Advisors
Rye Brook,
New York
|
$1.13M
|
+$1.09M
|
+65,243
|
New
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$652K
|
-$7.21K
|
-432
|
-1%
|
|
|
5
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$621K
|
+$57.5K
|
+3,441
|
+11%
|
|
|
6
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$479K
|
+$12.5K
|
+747
|
+3%
|
|
|
7
|
Farther Finance Advisors
San Francisco,
California
|
$434K
|
+$409K
|
+24,487
|
+3,761%
|
|
|
8
|
|
$254K
|
+$39.4K
|
+2,361
|
+19%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$188K
|
-$254K
|
-15,231
|
-58%
|
|
|
10
|
Wealth Watch Advisors
Englewood,
Colorado
|
$174K
|
-$2.8K
|
-168
|
-2%
|
|
|
11
|
Luminist Capital
Grand Rapids,
Michigan
|
$21.8K
|
+$21.1K
|
+1,262
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$8.49K
|
-$6.11K
|
-366
|
-43%
|
|
|
13
|
Triumph Capital Management
Denver,
Colorado
|
$5.18K
|
+$5.01K
|
+300
|
New
|
|
|
14
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$51
|
+$50
|
+3
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$20
|
-$17
|
-1
|
-50%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$832K
|
-59,021
|
Closed
|
|
|
17
|
|
–
|
-$283K
|
-20,041
|
Closed
|
|
|
18
|
Bogart Wealth LLC
Mclean,
Virginia
|
–
|
-$21.6K
|
-1,533
|
Closed
|
|
