|
1
|
Zega Financial
Palm Beach Gardens,
Florida
|
$15.8M
|
-$537K
|
-27,155
|
-3%
|
|
|
2
|
Allen Capital Group
Grand Island,
Nebraska
|
$10.4M
|
-$553K
|
-28,010
|
-5%
|
|
|
3
|
BluePath Capital Management
Atlanta,
Georgia
|
$8.15M
|
-$1.46M
|
-73,692
|
-16%
|
|
|
4
|
Coppell Advisory Solutions
Coppell,
Texas
|
$2.12M
|
+$247K
|
+12,487
|
+14%
|
|
|
5
|
Optivise Advisory Services
Franklin,
Tennessee
|
$1.95M
|
-$899K
|
-45,497
|
-32%
|
|
|
6
|
Royal Fund Management
Lady Lake,
Florida
|
$1.66M
|
+$854K
|
+43,222
|
+115%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.14M
|
-$153K
|
-7,721
|
-12%
|
|
|
8
|
|
$904K
|
+$871K
|
+44,105
|
New
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$346K
|
+$334K
|
+16,895
|
New
|
|
|
10
|
WorthPointe
La Jolla,
California
|
$271K
|
-$170K
|
-8,620
|
-39%
|
|
|
11
|
Principal Securities
Des Moines,
Iowa
|
$4.1K
|
+$3.95K
|
+200
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$799
|
-$115K
|
-5,797
|
-99%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$893K
|
-45,717
|
Closed
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
–
|
-$201K
|
-10,997
|
Closed
|
|
