|
1
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$74.4M
|
+$73.8M
|
+1,620,422
|
New
|
|
|
2
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$64.7M
|
+$6.58M
|
+144,624
|
+11%
|
|
|
3
|
Richard P. Slaughter Associates
Austin,
Texas
|
$21.9M
|
+$2.36M
|
+51,936
|
+12%
|
|
|
4
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$18.5M
|
–
|
–
|
–
|
|
|
5
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$6.83M
|
+$49.8K
|
+1,095
|
+0.7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.16M
|
+$970K
|
+21,309
|
+534%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$46K
|
+$45.6K
|
+1,001
|
New
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$32.1K
|
-$14.9M
|
-327,443
|
-100%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18K
|
+$18.3K
|
+401
|
New
|
|
|
10
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$4.96K
|
+$4.92K
|
+108
|
New
|
|
|
11
|
|
$90
|
–
|
–
|
–
|
|
|
12
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$1.66M
|
-35,571
|
Closed
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
–
|
-$797K
|
-17,052
|
Closed
|
|
|
14
|
|
–
|
-$611K
|
-13,081
|
Closed
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$18K
|
-385
|
Closed
|
|
