|
1
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$43M
|
+$39.9K
|
+1,518
|
+0.1%
|
|
|
2
|
Quantum Financial Advisors
El Segundo,
California
|
$6.75M
|
+$698K
|
+26,544
|
+12%
|
|
|
3
|
Addison Advisors
Middlebury,
Vermont
|
$2.6M
|
+$182K
|
+6,925
|
+8%
|
|
|
4
|
|
$1.85M
|
+$205K
|
+7,812
|
+13%
|
|
|
5
|
North Star Investment Management
Chicago,
Illinois
|
$989K
|
+$983K
|
+37,375
|
New
|
|
|
6
|
Penobscot Investment Management
Boston,
Massachusetts
|
$886K
|
–
|
–
|
–
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$884K
|
+$316K
|
+12,000
|
+56%
|
|
|
8
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$718K
|
+$196K
|
+7,442
|
+38%
|
|
|
9
|
|
$509K
|
-$404K
|
-15,356
|
-44%
|
|
|
10
|
Central Trust Company
Jefferson City,
Missouri
|
$489K
|
-$72.4K
|
-2,754
|
-13%
|
|
|
11
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$474K
|
–
|
–
|
–
|
|
|
12
|
MKT Advisors
Escondido,
California
|
$410K
|
+$96.1K
|
+3,654
|
+31%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$386K
|
+$338K
|
+12,843
|
+739%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$367K
|
+$33.8K
|
+1,284
|
+10%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$311K
|
+$309K
|
+11,744
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$285K
|
-$241K
|
-9,179
|
-46%
|
|
|
17
|
|
$283K
|
-$451K
|
-17,145
|
-62%
|
|
|
18
|
Beacon Pointe Advisors
Newport Beach,
California
|
$273K
|
+$272K
|
+10,332
|
New
|
|
|
19
|
IFG Advisory
Atlanta,
Georgia
|
$230K
|
+$229K
|
+8,701
|
New
|
|
|
20
|
Flow Traders U.S.
New York
|
$216K
|
+$215K
|
+8,165
|
New
|
|
|
21
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$202K
|
–
|
–
|
–
|
|
|
22
|
Mendota Financial Group
Madison,
Wisconsin
|
$64.1K
|
+$63.7K
|
+2,423
|
New
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$57.4K
|
+$26
|
+1
|
+0%
|
|
|
24
|
Barrett & Company
Providence,
Rhode Island
|
$46.3K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$16.8K
|
+$16.7K
|
+636
|
New
|
|
