|
1
|
High Note Wealth
Deephaven,
Minnesota
|
$11.2M
|
+$5M
|
+199,033
|
+81%
|
|
|
2
|
|
$2.58M
|
-$125K
|
-4,990
|
-5%
|
|
|
3
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.84M
|
+$253K
|
+10,044
|
+16%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.52M
|
+$1.52M
|
+60,499
|
New
|
|
|
5
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$1.05M
|
-$643K
|
-25,554
|
-38%
|
|
|
6
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$1.01M
|
+$649K
|
+25,800
|
+179%
|
|
|
7
|
WealthPLAN Partners
Omaha,
Nebraska
|
$888K
|
+$227K
|
+9,033
|
+34%
|
|
|
8
|
Coastwise Capital Group
La Jolla,
California
|
$707K
|
+$116K
|
+4,599
|
+20%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$368K
|
+$40.8K
|
+1,623
|
+13%
|
|
|
10
|
Mainstream Capital Management
Los Angeles,
California
|
$261K
|
–
|
–
|
–
|
|
|
11
|
North Star Asset Management
Neenah,
Wisconsin
|
$202K
|
+$202K
|
+8,020
|
New
|
|
|
12
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$59.9K
|
–
|
–
|
–
|
|
|
13
|
Golden State Wealth Management
Santa Ana,
California
|
$52K
|
+$51.9K
|
+2,064
|
New
|
|
|
14
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$17.4K
|
+$17.4K
|
+692
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$754
|
+30
|
New
|
|
|
16
|
Intrepid Family Office
Sarasota,
Florida
|
–
|
-$1.26M
|
-50,000
|
Closed
|
|
|
17
|
|
–
|
-$771K
|
-30,700
|
Closed
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
–
|
-$486K
|
-19,365
|
Closed
|
|
|
19
|
Worth Asset Management
Dallas,
Texas
|
–
|
-$270K
|
-10,730
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$28.9K
|
-1,152
|
Closed
|
|
