|
1
|
Zega Financial
Palm Beach Gardens,
Florida
|
$15.6M
|
-$2.76M
|
-146,878
|
-16%
|
|
|
2
|
Allen Capital Group
Grand Island,
Nebraska
|
$10.4M
|
-$2.71M
|
-144,386
|
-21%
|
|
|
3
|
BluePath Capital Management
Atlanta,
Georgia
|
$9.21M
|
-$1.08M
|
-57,382
|
-11%
|
|
|
4
|
Optivise Advisory Services
Franklin,
Tennessee
|
$2.75M
|
+$2.64M
|
+140,717
|
New
|
|
|
5
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.78M
|
+$1.71M
|
+91,210
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.23M
|
+$43.7K
|
+2,326
|
+4%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$893K
|
+$858K
|
+45,717
|
New
|
|
|
8
|
Royal Fund Management
Lady Lake,
Florida
|
$736K
|
-$30.1K
|
-1,604
|
-4%
|
|
|
9
|
WorthPointe
La Jolla,
California
|
$427K
|
+$27.4K
|
+1,459
|
+7%
|
|
|
10
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$201K
|
+$206K
|
+10,997
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$114K
|
+$108K
|
+5,756
|
+7,195%
|
|
|
12
|
|
–
|
-$3.72M
|
-197,009
|
Closed
|
|
|
13
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$3.22M
|
-170,783
|
Closed
|
|
|
14
|
GTS Securities
Miami,
Florida
|
–
|
-$342K
|
-18,152
|
Closed
|
|
|
15
|
Mach-1 Financial Group
Rogers,
Arkansas
|
–
|
-$207K
|
-10,949
|
Closed
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$103K
|
-5,473
|
Closed
|
|
