|
1
|
|
$25.2M
|
+$14.6M
|
+354,584
|
+104%
|
|
|
2
|
True Wealth Design
Akron,
Ohio
|
$6.04M
|
+$328K
|
+7,973
|
+5%
|
|
|
3
|
Prosperity Wealth Management
San Ramon,
California
|
$1.07M
|
+$129K
|
+3,126
|
+12%
|
|
|
4
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$399K
|
-$26.8K
|
-650
|
-6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$379K
|
+$108K
|
+2,613
|
+33%
|
|
|
6
|
Principal Securities
Des Moines,
Iowa
|
$379K
|
+$108K
|
+2,613
|
+33%
|
|
|
7
|
Ancora Advisors
Cleveland,
Ohio
|
$71.9K
|
–
|
–
|
–
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$47.6K
|
–
|
–
|
–
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$17.5K
|
-$10.3K
|
-251
|
-34%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$8.02K
|
+$9.1K
|
+221
|
New
|
|
|
11
|
Fluent Financial
Dallas,
Texas
|
–
|
-$4.43M
|
-103,777
|
Closed
|
|
|
12
|
Simplify Asset Management
Las Vegas,
Nevada
|
–
|
-$1.41M
|
-33,000
|
Closed
|
|
|
13
|
Mutual Advisors
Omaha,
Nebraska
|
–
|
-$1.03M
|
-23,594
|
Closed
|
|
|
14
|
Private Client Services
Louisville,
Kentucky
|
–
|
-$978K
|
-22,888
|
Closed
|
|
|
15
|
Intrepid Family Office
Sarasota,
Florida
|
–
|
-$641K
|
-15,000
|
Closed
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$290K
|
-6,784
|
Closed
|
|
|
17
|
GK Wealth Management
Reno,
Nevada
|
–
|
-$257K
|
-6,028
|
Closed
|
|
|
18
|
Montag & Associates
Atlanta,
Georgia
|
–
|
-$66.7K
|
-1,561
|
Closed
|
|
