|
1
|
|
$98M
|
–
|
–
|
–
|
|
|
2
|
Simplify Asset Management
Las Vegas,
Nevada
|
$3.98M
|
+$2.45M
|
+100,258
|
+162%
|
|
|
3
|
Financial Enhancement Group
Anderson,
Indiana
|
$1.33M
|
+$1.33M
|
+54,420
|
New
|
|
|
4
|
Matrix Trust Company
Denver,
Colorado
|
$795K
|
+$684K
|
+27,987
|
+628%
|
|
|
5
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$770K
|
+$545K
|
+22,293
|
+244%
|
|
|
6
|
Legacy Investment Solutions
Meridian,
Idaho
|
$606K
|
-$72K
|
-2,944
|
-11%
|
|
|
7
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$606K
|
-$72K
|
-2,944
|
-11%
|
|
|
8
|
Richard P. Slaughter Associates
Austin,
Texas
|
$519K
|
-$146K
|
-5,969
|
-22%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$451K
|
+$450K
|
+18,418
|
New
|
|
|
10
|
|
$391K
|
-$824K
|
-33,702
|
-68%
|
|
|
11
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$290K
|
+$21.6K
|
+883
|
+8%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$287K
|
+$286K
|
+11,707
|
New
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$257K
|
-$115K
|
-4,721
|
-31%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
+$9.24K
|
+378
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.37K
|
-$257K
|
-10,520
|
-98%
|
|
|
16
|
|
$2.82K
|
+$2.81K
|
+115
|
New
|
|
|
17
|
Napa Wealth Management
Napa,
California
|
–
|
-$423K
|
-17,194
|
Closed
|
|
|
18
|
Hobbs Group Advisors
Columbia,
South Carolina
|
–
|
-$179K
|
-7,274
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$467
|
-19
|
Closed
|
|
