|
1
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$36.7M
|
-$1.86M
|
-67,441
|
-5%
|
|
|
2
|
Arrowroot Family Office
Marina Del Rey,
California
|
$7.68M
|
+$250K
|
+9,080
|
+3%
|
|
|
3
|
Empire Financial Management Company
New York
|
$6.47M
|
+$182K
|
+6,613
|
+3%
|
|
|
4
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2.65M
|
-$175K
|
-6,336
|
-6%
|
|
|
5
|
Mutual Advisors
Omaha,
Nebraska
|
$2.58M
|
+$211K
|
+7,664
|
+9%
|
|
|
6
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$1.52M
|
+$239K
|
+8,652
|
+19%
|
|
|
7
|
Andina Capital Management
Lehi,
Utah
|
$858K
|
-$1.65M
|
-59,777
|
-66%
|
|
|
8
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$618K
|
+$614K
|
+22,248
|
New
|
|
|
9
|
Steelhead Wealth Management
Glen Allen,
Virginia
|
$592K
|
+$255K
|
+9,230
|
+76%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$587K
|
+$123K
|
+4,473
|
+27%
|
|
|
11
|
Keeler Thomas Management
Orem,
Utah
|
$572K
|
+$568K
|
+20,614
|
New
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$79.1K
|
+$78.6K
|
+2,851
|
New
|
|
|
13
|
CoreCap Advisors
Southfield,
Michigan
|
$500
|
–
|
–
|
–
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$444
|
–
|
–
|
–
|
|
|
15
|
|
$139
|
–
|
–
|
–
|
|
|
16
|
|
–
|
-$961K
|
-35,941
|
Closed
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$306K
|
-11,447
|
Closed
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$99.9K
|
-3,737
|
Closed
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$11K
|
-410
|
Closed
|
|
|
20
|
|
–
|
-$6.76K
|
-256
|
Closed
|
|
