|
1
|
High Note Wealth
Deephaven,
Minnesota
|
$6.15M
|
+$6.15M
|
+244,642
|
New
|
|
|
2
|
|
$2.7M
|
+$1.42M
|
+56,501
|
+111%
|
|
|
3
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$1.69M
|
+$418K
|
+16,623
|
+33%
|
|
|
4
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.58M
|
+$729K
|
+29,026
|
+85%
|
|
|
5
|
Intrepid Family Office
Sarasota,
Florida
|
$1.26M
|
+$1.26M
|
+50,000
|
New
|
|
|
6
|
|
$771K
|
+$771K
|
+30,700
|
New
|
|
|
7
|
WealthPLAN Partners
Omaha,
Nebraska
|
$659K
|
+$136K
|
+5,393
|
+26%
|
|
|
8
|
Coastwise Capital Group
La Jolla,
California
|
$590K
|
+$590K
|
+23,470
|
New
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$486K
|
–
|
–
|
–
|
|
|
10
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$362K
|
–
|
–
|
–
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$326K
|
+$326K
|
+12,975
|
New
|
|
|
12
|
Worth Asset Management
Dallas,
Texas
|
$270K
|
+$270K
|
+10,730
|
New
|
|
|
13
|
Mainstream Capital Management
Los Angeles,
California
|
$260K
|
+$260K
|
+10,350
|
New
|
|
|
14
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$59.8K
|
+$59.9K
|
+2,385
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$28.9K
|
+$28.9K
|
+1,152
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$3.41M
|
-135,036
|
Closed
|
|
