|
1
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$42.3M
|
+$70.5K
|
+2,690
|
+0.2%
|
|
|
2
|
Quantum Financial Advisors
El Segundo,
California
|
$6.92M
|
+$295K
|
+11,276
|
+4%
|
|
|
3
|
North Star Investment Management
Chicago,
Illinois
|
$3.27M
|
+$2.32M
|
+88,675
|
+237%
|
|
|
4
|
Addison Advisors
Middlebury,
Vermont
|
$2.73M
|
+$177K
|
+6,756
|
+7%
|
|
|
5
|
|
$2.12M
|
+$303K
|
+11,580
|
+17%
|
|
|
6
|
Central Trust Company
Jefferson City,
Missouri
|
$1.53M
|
+$1.06M
|
+40,544
|
+219%
|
|
|
7
|
|
$904K
|
+$632K
|
+24,106
|
+225%
|
|
|
8
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$877K
|
+$174K
|
+6,638
|
+24%
|
|
|
9
|
Penobscot Investment Management
Boston,
Massachusetts
|
$870K
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$851K
|
+$476K
|
+18,183
|
+125%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$684K
|
-$185K
|
-7,057
|
-21%
|
|
|
12
|
IFG Advisory
Atlanta,
Georgia
|
$503K
|
+$279K
|
+10,656
|
+122%
|
|
|
13
|
|
$500K
|
–
|
–
|
–
|
|
|
14
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$465K
|
–
|
–
|
–
|
|
|
15
|
MKT Advisors
Escondido,
California
|
$456K
|
+$49.9K
|
+1,903
|
+12%
|
|
|
16
|
Briggs Wealth Management
Glastonbury,
Connecticut
|
$454K
|
+$458K
|
+17,480
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$379K
|
+$74.3K
|
+2,835
|
+24%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$361K
|
+$1.13K
|
+43
|
+0.3%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$268K
|
–
|
–
|
–
|
|
|
20
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$199K
|
–
|
–
|
–
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$104K
|
+$105K
|
+3,997
|
New
|
|
|
22
|
Mendota Financial Group
Madison,
Wisconsin
|
$62.9K
|
–
|
–
|
–
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$56.4K
|
+$105
|
+4
|
+0.2%
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$29.7K
|
+$30K
|
+1,144
|
New
|
|
|
25
|
Barrett & Company
Providence,
Rhode Island
|
$26K
|
-$19.7K
|
-750
|
-43%
|
|
