|
1
|
Miracle Mile Advisors
Los Angeles,
California
|
$83M
|
+$1.21M
|
+23,810
|
+1%
|
|
|
2
|
|
$10.8M
|
+$2.17M
|
+42,561
|
+25%
|
|
|
3
|
Curated Wealth Partners
El Segundo,
California
|
$7.27M
|
+$5.09M
|
+100,023
|
+234%
|
|
|
4
|
Ducere Wealth Management
Newport Beach,
California
|
$6.81M
|
+$6.81M
|
+133,839
|
New
|
|
|
5
|
First American Trust
Santa Ana,
California
|
$5.44M
|
+$2.83M
|
+55,659
|
+109%
|
|
|
6
|
Flow Traders U.S.
New York
|
$2.3M
|
-$3.65M
|
-71,725
|
-61%
|
|
|
7
|
Perigon Wealth Management
San Francisco,
California
|
$1.55M
|
+$449K
|
+8,826
|
+41%
|
|
|
8
|
|
$1.5M
|
+$484K
|
+9,516
|
+47%
|
|
|
9
|
Financial Management Network
Mission Viejo,
California
|
$1.44M
|
+$216K
|
+4,243
|
+18%
|
|
|
10
|
Weaver Consulting Group
Huntington Beach,
California
|
$1.44M
|
+$409K
|
+8,034
|
+40%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$1.25M
|
+$1.02M
|
+20,008
|
+448%
|
|
|
12
|
Magnus Financial Group
New York
|
$850K
|
+$621K
|
+12,206
|
+271%
|
|
|
13
|
Planned Solutions
Folsom,
California
|
$795K
|
+$225K
|
+4,418
|
+39%
|
|
|
14
|
Vivaldi Capital Management
Chicago,
Illinois
|
$554K
|
+$554K
|
+10,879
|
New
|
|
|
15
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$466K
|
+$465K
|
+9,132
|
New
|
|
|
16
|
|
$351K
|
-$562K
|
-11,045
|
-62%
|
|
|
17
|
Contango Wealth Management
Oakland,
California
|
$308K
|
+$308K
|
+6,054
|
New
|
|
|
18
|
Wolff Wiese Magana
Carslbad,
California
|
$300K
|
+$300K
|
+5,900
|
New
|
|
|
19
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$280K
|
+$280K
|
+5,498
|
New
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$251K
|
–
|
–
|
–
|
|
|
21
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$76.4K
|
–
|
–
|
–
|
|
|
22
|
|
$29.2K
|
-$1.8M
|
-35,359
|
-98%
|
|
|
23
|
William Blair & Company
Chicago,
Illinois
|
$14.5K
|
+$4.02K
|
+79
|
+39%
|
|
|
24
|
|
$356
|
+$356
|
+7
|
New
|
|
