|
1
|
Napa Wealth Management
Napa,
California
|
$6.82M
|
+$6.26M
|
+215,661
|
New
|
|
|
2
|
Weil Company
San Diego,
California
|
$4.69M
|
+$823K
|
+28,360
|
+24%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$4.22M
|
+$224K
|
+7,727
|
+6%
|
|
|
4
|
Brookwood Investment Group
Phoenix,
Arizona
|
$4.07M
|
+$2.96M
|
+101,958
|
+379%
|
|
|
5
|
CLG LLC
Long Beach,
California
|
$3.99M
|
+$3.67M
|
+126,258
|
New
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$3.74M
|
–
|
–
|
–
|
|
|
7
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$3.06M
|
+$2.81M
|
+96,798
|
New
|
|
|
8
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$1.59M
|
+$1.46M
|
+50,415
|
New
|
|
|
9
|
|
$1.27M
|
+$1.17M
|
+40,238
|
New
|
|
|
10
|
Insight Wealth Strategies
San Ramon,
California
|
$660K
|
+$606K
|
+20,877
|
New
|
|
|
11
|
Encompass More Asset Management
Danville,
California
|
$616K
|
+$68.5K
|
+2,359
|
+14%
|
|
|
12
|
GTS Securities
Miami,
Florida
|
$505K
|
+$464K
|
+15,987
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$466K
|
+$428K
|
+14,756
|
New
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$466K
|
+$428K
|
+14,756
|
New
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$336K
|
+$309K
|
+10,628
|
New
|
|
|
16
|
Arete Wealth Advisors
Chicago,
Illinois
|
$302K
|
+$277K
|
+9,555
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$500K
|
-18,479
|
Closed
|
|
