|
1
|
|
$14.5M
|
-$3.53M
|
-80,441
|
-19%
|
|
|
2
|
True Wealth Design
Akron,
Ohio
|
$6.77M
|
+$458K
|
+10,426
|
+7%
|
|
|
3
|
Fluent Financial
Dallas,
Texas
|
$4.43M
|
-$16.7M
|
-379,961
|
-79%
|
|
|
4
|
Simplify Asset Management
Las Vegas,
Nevada
|
$1.41M
|
+$1.45M
|
+33,000
|
New
|
|
|
5
|
Prosperity Wealth Management
San Ramon,
California
|
$1.13M
|
+$450K
|
+10,256
|
+63%
|
|
|
6
|
Mutual Advisors
Omaha,
Nebraska
|
$1.03M
|
+$1.04M
|
+23,594
|
New
|
|
|
7
|
Private Client Services
Louisville,
Kentucky
|
$978K
|
+$1M
|
+22,888
|
New
|
|
|
8
|
Intrepid Family Office
Sarasota,
Florida
|
$641K
|
–
|
–
|
–
|
|
|
9
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$498K
|
-$805K
|
-18,350
|
-61%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$334K
|
+$44.7K
|
+1,018
|
+15%
|
|
|
11
|
Principal Securities
Des Moines,
Iowa
|
$334K
|
+$44.7K
|
+1,018
|
+15%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$290K
|
-$546K
|
-12,443
|
-65%
|
|
|
13
|
GK Wealth Management
Reno,
Nevada
|
$257K
|
-$59.4K
|
-1,353
|
-18%
|
|
|
14
|
Cove Street Capital
El Segundo,
California
|
$88.6K
|
+$34K
|
+774
|
+59%
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$84.6K
|
–
|
–
|
–
|
|
|
16
|
Montag & Associates
Atlanta,
Georgia
|
$66.7K
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$56K
|
–
|
–
|
–
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$31.3K
|
-$39.5K
|
-901
|
-55%
|
|
|
19
|
WJ Interests
Sugar Land,
Texas
|
–
|
-$3.82M
|
-78,538
|
Closed
|
|
|
20
|
LPL Financial
San Diego,
California
|
–
|
-$2.19M
|
-45,127
|
Closed
|
|
|
21
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
–
|
-$207K
|
-4,251
|
Closed
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$195K
|
-4,020
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$86.9K
|
-1,787
|
Closed
|
|
|
24
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
–
|
-$43.8K
|
-901
|
Closed
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$5.06K
|
-104
|
Closed
|
|
