|
1
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$6.91M
|
+$6.56M
|
+174,705
|
New
|
|
|
2
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$1.25M
|
+$1.18M
|
+31,526
|
New
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.01M
|
+$36.9K
|
+982
|
+4%
|
|
|
4
|
Arax Advisory Partners
Denver,
Colorado
|
$862K
|
-$3.45K
|
-92
|
-0.4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$685K
|
–
|
–
|
–
|
|
|
6
|
Navis Wealth Advisors
Rye Brook,
New York
|
$397K
|
+$377K
|
+10,051
|
New
|
|
|
7
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$395K
|
–
|
–
|
–
|
|
|
8
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$378K
|
+$359K
|
+9,569
|
New
|
|
|
9
|
Sunbelt Securities
Houston,
Texas
|
$356K
|
+$298K
|
+7,939
|
+742%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$332K
|
-$288K
|
-7,669
|
-48%
|
|
|
11
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$299K
|
+$79K
|
+2,104
|
+38%
|
|
|
12
|
Maia Wealth
Denver,
Colorado
|
$299K
|
-$18.3K
|
-488
|
-6%
|
|
|
13
|
Trek Financial
Scottsdale,
Arizona
|
$213K
|
+$203K
|
+5,397
|
New
|
|
|
14
|
Barclays
London,
United Kingdom
|
$196K
|
+$186K
|
+4,947
|
New
|
|
|
15
|
IFS Advisors
Overland Park,
Kansas
|
$6.76K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.16K
|
+$2.67K
|
+71
|
+789%
|
|
|
17
|
ORG Partners
Roanoke,
Indiana
|
$988
|
+$939
|
+25
|
New
|
|
|
18
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$353K
|
-9,569
|
Closed
|
|
