|
1
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$23.6M
|
-$769K
|
-33,511
|
-3%
|
|
|
2
|
Wealth Watch Advisors
Englewood,
Colorado
|
$5.04M
|
+$152K
|
+6,643
|
+3%
|
|
|
3
|
Allen Capital Group
Grand Island,
Nebraska
|
$3.59M
|
-$384K
|
-16,713
|
-10%
|
|
|
4
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.94M
|
+$1.91M
|
+83,238
|
New
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.21M
|
+$89.1K
|
+3,883
|
+8%
|
|
|
6
|
Optivise Advisory Services
Franklin,
Tennessee
|
$976K
|
-$5.97K
|
-260
|
-0.6%
|
|
|
7
|
Virtue Capital Management
Brentwood,
Tennessee
|
$950K
|
-$125K
|
-5,438
|
-12%
|
|
|
8
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$931K
|
+$151K
|
+6,582
|
+20%
|
|
|
9
|
Royal Fund Management
Lady Lake,
Florida
|
$920K
|
-$66.9K
|
-2,913
|
-7%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$569K
|
-$26.6K
|
-1,159
|
-5%
|
|
|
11
|
BluePath Capital Management
Atlanta,
Georgia
|
$501K
|
-$6.4K
|
-279
|
-1%
|
|
|
12
|
|
$462K
|
+$101K
|
+4,419
|
+29%
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
$428K
|
+$417K
|
+18,181
|
New
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$379K
|
-$367K
|
-15,978
|
-50%
|
|
|
15
|
GTS Securities
Miami,
Florida
|
$306K
|
+$299K
|
+13,013
|
New
|
|
|
16
|
|
$31
|
–
|
–
|
–
|
|
|
17
|
WorthPointe
La Jolla,
California
|
–
|
-$470K
|
-22,269
|
Closed
|
|
