|
1
|
|
$102M
|
–
|
–
|
–
|
|
|
2
|
Private Advisory Group
Redmond,
Washington
|
$4.41M
|
+$2.1M
|
+103,509
|
+91%
|
|
|
3
|
CLG LLC
Long Beach,
California
|
$2.54M
|
+$2.55M
|
+125,200
|
New
|
|
|
4
|
McGrath & Associates
Asheville,
North Carolina
|
$2.06M
|
+$2.06M
|
+101,335
|
New
|
|
|
5
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$1.86M
|
+$1.86M
|
+91,707
|
New
|
|
|
6
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$1.72M
|
+$1.72M
|
+84,693
|
New
|
|
|
7
|
Flow Traders U.S.
New York
|
$791K
|
-$25.6K
|
-1,260
|
-3%
|
|
|
8
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$723K
|
+$496K
|
+24,407
|
+196%
|
|
|
9
|
Bravias Capital Group
Iselin,
New Jersey
|
$446K
|
+$443K
|
+21,775
|
New
|
|
|
10
|
|
$265K
|
-$1.18M
|
-57,998
|
-82%
|
|
|
11
|
Cohalo Advisory
Snoqualmie,
Washington
|
$44K
|
+$44.1K
|
+2,170
|
New
|
|
|
12
|
Farther Finance Advisors
San Francisco,
California
|
$33.5K
|
–
|
–
|
–
|
|
|
13
|
ORG Partners
Roanoke,
Indiana
|
$1.58K
|
+$366
|
+18
|
+30%
|
|
|
14
|
BlackDiamond Wealth Management
New York
|
–
|
-$243K
|
-11,910
|
Closed
|
|
