|
1
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$38.8M
|
-$3.87M
|
-148,084
|
-9%
|
|
|
2
|
Quantum Financial Advisors
El Segundo,
California
|
$8.75M
|
+$1.75M
|
+66,880
|
+25%
|
|
|
3
|
North Star Investment Management
Chicago,
Illinois
|
$5.14M
|
+$1.83M
|
+69,988
|
+56%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$4.26M
|
+$4.24M
|
+162,434
|
New
|
|
|
5
|
Addison Advisors
Middlebury,
Vermont
|
$2.86M
|
+$99.2K
|
+3,799
|
+4%
|
|
|
6
|
|
$2.65M
|
+$507K
|
+19,410
|
+24%
|
|
|
7
|
Central Trust Company
Jefferson City,
Missouri
|
$2.21M
|
+$655K
|
+25,069
|
+42%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.13M
|
+$266K
|
+10,177
|
+31%
|
|
|
9
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$886K
|
–
|
–
|
–
|
|
|
10
|
Penobscot Investment Management
Boston,
Massachusetts
|
$879K
|
–
|
–
|
–
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$635K
|
-$56K
|
-2,145
|
-8%
|
|
|
12
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$629K
|
+$426K
|
+16,310
|
+213%
|
|
|
13
|
|
$505K
|
–
|
–
|
–
|
|
|
14
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$470K
|
–
|
–
|
–
|
|
|
15
|
MKT Advisors
Escondido,
California
|
$459K
|
-$757
|
-29
|
-0.2%
|
|
|
16
|
Briggs Wealth Management
Glastonbury,
Connecticut
|
$459K
|
–
|
–
|
–
|
|
|
17
|
|
$457K
|
+$455K
|
+17,416
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$397K
|
+$14.3K
|
+549
|
+4%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$365K
|
–
|
–
|
–
|
|
|
20
|
4Thought Financial Group
Syosset,
New York
|
$352K
|
+$350K
|
+13,402
|
New
|
|
|
21
|
Strategic Financial Concepts
San Antonio,
Texas
|
$283K
|
+$281K
|
+10,770
|
New
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$271K
|
–
|
–
|
–
|
|
|
23
|
Clark Asset Management
Stratham,
New Hampshire
|
$265K
|
+$264K
|
+10,109
|
New
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$128K
|
+$23.8K
|
+910
|
+23%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$57K
|
–
|
–
|
–
|
|
