|
1
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$6.8M
|
-$221K
|
-5,415
|
-3%
|
|
|
2
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$4.73M
|
+$3.53M
|
+86,359
|
+274%
|
|
|
3
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.6M
|
+$2.64M
|
+64,778
|
New
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.05M
|
+$17.6K
|
+431
|
+2%
|
|
|
5
|
Arax Advisory Partners
Denver,
Colorado
|
$867K
|
-$8.33K
|
-204
|
-0.9%
|
|
|
6
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$765K
|
+$469K
|
+11,481
|
+152%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$702K
|
+$7.31K
|
+179
|
+1%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$600K
|
+$610K
|
+14,929
|
New
|
|
|
9
|
Navis Wealth Advisors
Rye Brook,
New York
|
$473K
|
+$70.7K
|
+1,732
|
+17%
|
|
|
10
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$402K
|
–
|
–
|
–
|
|
|
11
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$384K
|
–
|
–
|
–
|
|
|
12
|
Maia Wealth
Denver,
Colorado
|
$316K
|
+$6.25K
|
+153
|
+2%
|
|
|
13
|
Sunbelt Securities
Houston,
Texas
|
$314K
|
-$51.6K
|
-1,265
|
-14%
|
|
|
14
|
Trek Financial
Scottsdale,
Arizona
|
$287K
|
+$71.1K
|
+1,742
|
+32%
|
|
|
15
|
Sollinda Capital Management
Miami,
Florida
|
$284K
|
+$289K
|
+7,075
|
New
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$34.7K
|
+$35.3K
|
+864
|
New
|
|
|
17
|
Luminist Capital
Grand Rapids,
Michigan
|
$8.47K
|
+$8.62K
|
+211
|
New
|
|
|
18
|
IFS Advisors
Overland Park,
Kansas
|
$6.87K
|
–
|
–
|
–
|
|
|
19
|
ORG Partners
Roanoke,
Indiana
|
$2.17K
|
+$1.18K
|
+29
|
+116%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$332K
|
-8,403
|
Closed
|
|
|
21
|
Barclays
London,
United Kingdom
|
–
|
-$196K
|
-4,947
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3.16K
|
-80
|
Closed
|
|
