|
1
|
Cresset Asset Management
Chicago,
Illinois
|
$70.1M
|
–
|
–
|
–
|
|
|
2
|
Strategic Blueprint
Atlanta,
Georgia
|
$15.7M
|
+$15.7M
|
+261,088
|
New
|
|
|
3
|
Torren Management
San Diego,
California
|
$11.6M
|
+$11.6M
|
+193,468
|
New
|
|
|
4
|
TrustWell Financial Advisors
Jacksonville,
Florida
|
$8.39M
|
+$8.36M
|
+139,456
|
New
|
|
|
5
|
Three Arch Wealth Management
Irvine,
California
|
$3.49M
|
+$3.48M
|
+57,999
|
New
|
|
|
6
|
True Wealth Design
Akron,
Ohio
|
$1.39M
|
-$207K
|
-3,458
|
-13%
|
|
|
7
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$720K
|
+$64.2K
|
+1,070
|
+10%
|
|
|
8
|
Haven Private
Orlando,
Florida
|
$695K
|
+$692K
|
+11,543
|
New
|
|
|
9
|
|
$476K
|
+$25.7K
|
+429
|
+6%
|
|
|
10
|
EnRich Financial Partners
Madison,
Wisconsin
|
$397K
|
+$396K
|
+6,597
|
New
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$303K
|
+$1.5K
|
+25
|
+0.5%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$257K
|
-$1.71M
|
-28,570
|
-87%
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
$240K
|
+$24K
|
+400
|
+11%
|
|
|
14
|
Sankala Group
Lyons,
Colorado
|
$48K
|
+$48.3K
|
+805
|
New
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$7.46K
|
+$7.44K
|
+124
|
New
|
|
|
16
|
Orion Capital Management
Coronado,
California
|
$1.2K
|
+$1.2K
|
+20
|
New
|
|
|
17
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$8
|
–
|
–
|
–
|
|
|
18
|
Tripletail Wealth Management
Orlando,
Florida
|
–
|
-$24.8K
|
-415
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$5.4K
|
-91
|
Closed
|
|
