|
1
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$8.21M
|
+$2.04M
|
+50,691
|
+30%
|
|
|
2
|
Farther Finance Advisors
San Francisco,
California
|
$6.57M
|
+$7.06M
|
+175,621
|
New
|
|
|
3
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$3.46M
|
-$1.02M
|
-25,345
|
-21%
|
|
|
4
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.72M
|
+$325K
|
+8,075
|
+12%
|
|
|
5
|
CoreCap Advisors
Southfield,
Michigan
|
$2.18M
|
+$2.35M
|
+58,452
|
New
|
|
|
6
|
Harbour Investments
Madison,
Wisconsin
|
$1.3M
|
+$1.4M
|
+34,708
|
New
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$964K
|
+$438K
|
+10,884
|
+73%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$840K
|
+$905K
|
+22,500
|
New
|
|
|
9
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$757K
|
+$49.1K
|
+1,220
|
+6%
|
|
|
10
|
Arax Advisory Partners
Denver,
Colorado
|
$750K
|
-$60.2K
|
-1,498
|
-7%
|
|
|
11
|
|
$744K
|
+$801K
|
+19,918
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$653K
|
–
|
–
|
–
|
|
|
13
|
HFG Wealth Management
The Woodlands,
Texas
|
$468K
|
+$468K
|
+11,647
|
New
|
|
|
14
|
Navis Wealth Advisors
Rye Brook,
New York
|
$384K
|
-$60.4K
|
-1,502
|
-13%
|
|
|
15
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$373K
|
–
|
–
|
–
|
|
|
16
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$357K
|
–
|
–
|
–
|
|
|
17
|
Trek Financial
Scottsdale,
Arizona
|
$293K
|
+$28.5K
|
+709
|
+10%
|
|
|
18
|
Sunbelt Securities
Houston,
Texas
|
$289K
|
–
|
–
|
–
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$223K
|
+$240K
|
+5,971
|
New
|
|
|
20
|
Maia Wealth
Denver,
Colorado
|
$214K
|
-$67.2K
|
-1,670
|
-22%
|
|
|
21
|
Barclays
London,
United Kingdom
|
$179K
|
+$193K
|
+4,795
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$139K
|
-$900K
|
-22,375
|
-86%
|
|
|
23
|
IFS Advisors
Overland Park,
Kansas
|
$82K
|
+$81.4K
|
+2,025
|
+1,184%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$66.8K
|
+$71.9K
|
+1,789
|
New
|
|
|
25
|
Luminist Capital
Grand Rapids,
Michigan
|
$7.89K
|
–
|
–
|
–
|
|
