|
1
|
|
$89M
|
–
|
–
|
–
|
|
|
2
|
McGrath & Associates
Asheville,
North Carolina
|
$3.22M
|
+$1.53M
|
+79,628
|
+79%
|
|
|
3
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$2.15M
|
+$1.92M
|
+99,708
|
+271%
|
|
|
4
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$1.6M
|
+$95.5K
|
+4,969
|
+6%
|
|
|
5
|
Private Advisory Group
Redmond,
Washington
|
$1.22M
|
-$2.86M
|
-148,628
|
-68%
|
|
|
6
|
Bravias Capital Group
Iselin,
New Jersey
|
$439K
|
+$55.5K
|
+2,888
|
+13%
|
|
|
7
|
BlackDiamond Wealth Management
New York
|
$415K
|
+$474K
|
+24,666
|
New
|
|
|
8
|
Cohalo Advisory
Snoqualmie,
Washington
|
$44.9K
|
+$6.75K
|
+351
|
+16%
|
|
|
9
|
CLG LLC
Long Beach,
California
|
–
|
-$2.54M
|
-125,200
|
Closed
|
|
|
10
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
–
|
-$1.86M
|
-91,707
|
Closed
|
|
|
11
|
Flow Traders U.S.
New York
|
–
|
-$791K
|
-38,984
|
Closed
|
|
|
12
|
|
–
|
-$265K
|
-13,061
|
Closed
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$33.5K
|
-1,650
|
Closed
|
|
|
14
|
ORG Partners
Roanoke,
Indiana
|
–
|
-$1.58K
|
-78
|
Closed
|
|
