|
1
|
Mariner
Overland Park,
Kansas
|
$7.2M
|
+$6.93M
|
+339,863
|
+2,283%
|
|
|
2
|
Ignite Planners
San Clemente,
California
|
$5.39M
|
+$1.61K
|
+79
|
+0%
|
|
|
3
|
Providence Financial Advisors
Overland Park,
Kansas
|
$3.61M
|
+$3.63M
|
+177,902
|
New
|
|
|
4
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$3.17M
|
+$777K
|
+38,137
|
+32%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.01M
|
+$51K
|
+2,500
|
+3%
|
|
|
6
|
|
$1.42M
|
+$1.42M
|
+69,795
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$795K
|
+$798K
|
+39,167
|
New
|
|
|
8
|
MGO One Seven
Beachwood,
Ohio
|
$507K
|
+$167K
|
+8,214
|
+49%
|
|
|
9
|
FullCircle Wealth
Dallas,
Texas
|
$398K
|
+$396K
|
+19,449
|
New
|
|
|
10
|
|
$346K
|
+$135K
|
+6,604
|
+63%
|
|
|
11
|
Weaver Consulting Group
Huntington Beach,
California
|
$233K
|
+$234K
|
+11,500
|
New
|
|
|
12
|
FAS Wealth Partners
Leawood,
Kansas
|
$211K
|
+$2.47K
|
+121
|
+1%
|
|
|
13
|
Endeavor Private Wealth
Topeka,
Kansas
|
$201K
|
+$202K
|
+9,919
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.49K
|
+$979
|
+48
|
+39%
|
|
|
15
|
|
–
|
-$500K
|
-24,678
|
Closed
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$81
|
-4
|
Closed
|
|
