|
1
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$29.5M
|
+$6.67M
|
+266,741
|
+29%
|
|
|
2
|
Arax Advisory Partners
Denver,
Colorado
|
$11.9M
|
+$2.8M
|
+112,052
|
+31%
|
|
|
3
|
Kilter Group
Rhinebeck,
New York
|
$3.49M
|
+$3.48M
|
+139,201
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$569K
|
+$269K
|
+10,778
|
+91%
|
|
|
5
|
Channel Wealth
Santa Barbara,
California
|
$519K
|
–
|
–
|
–
|
|
|
6
|
Mutual Advisors
Omaha,
Nebraska
|
$465K
|
+$464K
|
+18,539
|
New
|
|
|
7
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$401K
|
+$399K
|
+15,973
|
New
|
|
|
8
|
Flagstar Advisors
New York
|
$388K
|
+$4.78K
|
+191
|
+1%
|
|
|
9
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$374K
|
+$35.1K
|
+1,404
|
+10%
|
|
|
10
|
Trajan Wealth
Scottsdale,
Arizona
|
$264K
|
-$8.48K
|
-339
|
-3%
|
|
|
11
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$251K
|
-$8.53K
|
-341
|
-3%
|
|
|
12
|
Victory Financial Group
Austin,
Texas
|
$225K
|
+$224K
|
+8,976
|
New
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$178K
|
–
|
–
|
–
|
|
|
14
|
|
–
|
-$3.21M
|
-128,820
|
Closed
|
|
|
15
|
|
–
|
-$1.5M
|
-60,250
|
Closed
|
|
|
16
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
–
|
-$748K
|
-30,000
|
Closed
|
|
