|
1
|
WJ Interests
Sugar Land,
Texas
|
$9.7M
|
+$754K
|
+49,075
|
+8%
|
|
|
2
|
Simplify Asset Management
Las Vegas,
Nevada
|
$5.87M
|
-$9.04M
|
-588,378
|
-60%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.42M
|
+$2.13M
|
+138,877
|
+673%
|
|
|
4
|
|
$1.26M
|
+$441K
|
+28,670
|
+53%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$587K
|
+$596K
|
+38,750
|
New
|
|
|
6
|
RHS Financial
San Francisco,
California
|
$283K
|
-$487K
|
-31,703
|
-63%
|
|
|
7
|
Atlas Financial Advisors
Oroville,
California
|
$216K
|
+$219K
|
+14,265
|
New
|
|
|
8
|
Stapp Wealth Management
Olympia,
Washington
|
$211K
|
-$2.46K
|
-160
|
-1%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$196K
|
+$199K
|
+12,962
|
New
|
|
|
10
|
Smith Anglin Financial
Dallas,
Texas
|
$171K
|
-$32.3K
|
-2,100
|
-16%
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$47K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$11K
|
+$10.7K
|
+697
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$5.66K
|
-$938
|
-61
|
-14%
|
|
|
14
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$61
|
+$61
|
+4
|
New
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$1.85M
|
-120,908
|
Closed
|
|
|
16
|
Advanced Research Investment Solutions
Los Angeles,
California
|
–
|
-$47K
|
-3,057
|
Closed
|
|
|
17
|
|
–
|
-$12K
|
-808
|
Closed
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$3K
|
-179
|
Closed
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$15
|
-1
|
Closed
|
|
