|
1
|
Simplify Asset Management
Las Vegas,
Nevada
|
$25.9M
|
-$684K
|
-25,594
|
-3%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.14M
|
+$865K
|
+32,405
|
+26%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$1.19M
|
+$1.19M
|
+44,617
|
New
|
|
|
4
|
Claris Financial
Glen Allen,
Virginia
|
$953K
|
+$956K
|
+35,807
|
New
|
|
|
5
|
Brookwood Investment Group
Phoenix,
Arizona
|
$859K
|
+$862K
|
+32,295
|
New
|
|
|
6
|
|
$479K
|
+$481K
|
+18,009
|
New
|
|
|
7
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$415K
|
+$417K
|
+15,612
|
New
|
|
|
8
|
Principal Securities
Des Moines,
Iowa
|
$249K
|
+$250K
|
+9,346
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$235K
|
+$236K
|
+8,846
|
New
|
|
|
10
|
Islay Capital Management
Lubbock,
Texas
|
$74.5K
|
+$74.8K
|
+2,800
|
New
|
|
|
11
|
Evolution Wealth Management
Fort Myers,
Florida
|
$38.6K
|
+$38.8K
|
+1,452
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.6K
|
–
|
–
|
–
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
$5.19K
|
+$5.21K
|
+195
|
New
|
|
|
14
|
Anfield Capital Management
Irvine,
California
|
$293
|
+$294
|
+11
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$18
|
+$27
|
+1
|
New
|
|
