|
1
|
|
$35.3M
|
-$25.8M
|
-1,245,000
|
-44%
|
|
|
2
|
Private Advisory Group
Redmond,
Washington
|
$6.89M
|
+$2.97M
|
+143,310
|
+86%
|
|
|
3
|
McGrath & Associates
Asheville,
North Carolina
|
$6.32M
|
+$427K
|
+20,598
|
+8%
|
|
|
4
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$4.47M
|
+$1.59M
|
+76,580
|
+61%
|
|
|
5
|
Wright Wealth
Atlanta,
Georgia
|
$4.32M
|
+$225K
|
+10,823
|
+6%
|
|
|
6
|
WJ Interests
Sugar Land,
Texas
|
$2.59M
|
+$255K
|
+12,275
|
+12%
|
|
|
7
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$2.07M
|
-$1.1M
|
-53,222
|
-37%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$1.62M
|
+$1.51M
|
+72,938
|
New
|
|
|
9
|
Bravias Capital Group
Iselin,
New Jersey
|
$1.13M
|
+$307K
|
+14,799
|
+41%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$681K
|
+$635K
|
+30,608
|
New
|
|
|
11
|
SteelPeak Wealth
Woodland Hills,
California
|
$581K
|
+$542K
|
+26,106
|
New
|
|
|
12
|
BlackDiamond Wealth Management
New York
|
$524K
|
–
|
–
|
–
|
|
|
13
|
Cohalo Advisory
Snoqualmie,
Washington
|
$52.4K
|
-$1.91K
|
-92
|
-4%
|
|
|
14
|
|
–
|
-$329K
|
-17,115
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$12.7K
|
-660
|
Closed
|
|
