|
1
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$2.6M
|
+$537K
|
+14,138
|
+21%
|
|
|
2
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$1.05M
|
-$755K
|
-19,885
|
-37%
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$1.02M
|
+$1.23M
|
+32,378
|
New
|
|
|
4
|
Park Edge Advisors
Cleveland,
Ohio
|
$867K
|
-$353K
|
-9,302
|
-25%
|
|
|
5
|
Holcombe Financial
Atlanta,
Georgia
|
$701K
|
+$41.6K
|
+1,096
|
+5%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$602K
|
-$634K
|
-16,687
|
-47%
|
|
|
7
|
Cambridge Advisors
Omaha,
Nebraska
|
$507K
|
+$36K
|
+949
|
+6%
|
|
|
8
|
J. M. Brown & Associates
Tulsa,
Oklahoma
|
$234K
|
+$282K
|
+7,432
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$208K
|
+$252K
|
+6,626
|
New
|
|
|
10
|
Luminist Capital
Grand Rapids,
Michigan
|
$161K
|
+$38.4K
|
+1,011
|
+25%
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$62.8K
|
+$63.9K
|
+1,682
|
+536%
|
|
|
12
|
Farther Finance Advisors
San Francisco,
California
|
$47.2K
|
–
|
–
|
–
|
|
|
13
|
Reyes Financial Architecture
San Diego,
California
|
$7.36K
|
-$656K
|
-17,273
|
-99%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$2.04K
|
+$2.47K
|
+65
|
New
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$503
|
+$608
|
+16
|
New
|
|
|
16
|
|
$503
|
+$608
|
+16
|
New
|
|
|
17
|
|
–
|
-$640K
|
-16,038
|
Closed
|
|
|
18
|
Quantinno Capital Management
New York
|
–
|
-$267K
|
-6,698
|
Closed
|
|
|
19
|
IMA Advisory Services
Denver,
Colorado
|
–
|
-$798
|
-20
|
Closed
|
|
|
20
|
WFA of San Diego
San Diego,
California
|
–
|
-$399
|
-10
|
Closed
|
|
