|
1
|
Tenzing Financial
Williamsburg,
Virginia
|
$3.82M
|
+$610K
|
+23,508
|
+19%
|
|
|
2
|
Concurrent Investment Advisors
Tampa,
Florida
|
$982K
|
-$79.7K
|
-3,070
|
-8%
|
|
|
3
|
Strategic Financial Concepts
San Antonio,
Texas
|
$758K
|
+$12.5K
|
+483
|
+2%
|
|
|
4
|
Town Capital
Bel Air,
Maryland
|
$682K
|
-$196K
|
-7,560
|
-22%
|
|
|
5
|
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
|
$381K
|
+$1.09K
|
+42
|
+0.3%
|
|
|
6
|
|
$362K
|
+$18K
|
+694
|
+5%
|
|
|
7
|
Landmark Wealth Management (New York)
Melville,
New York
|
$325K
|
+$4.31K
|
+166
|
+1%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$317K
|
-$299K
|
-11,524
|
-49%
|
|
|
9
|
Tribridge Partners Financial
Columbia,
Maryland
|
$227K
|
–
|
–
|
–
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$201K
|
+$201K
|
+7,729
|
New
|
|
|
11
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$851K
|
-32,934
|
Closed
|
|
|
12
|
Flow Traders U.S.
New York
|
–
|
-$512K
|
-19,833
|
Closed
|
|
|
13
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
–
|
-$13.7K
|
-530
|
Closed
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
–
|
-$5.17K
|
-200
|
Closed
|
|
