|
1
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.27M
|
+$426K
|
+16,943
|
+23%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$2.21M
|
+$684K
|
+27,195
|
+45%
|
|
|
3
|
|
$1.11M
|
-$1.47M
|
-58,385
|
-57%
|
|
|
4
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$952K
|
-$60.3K
|
-2,400
|
-6%
|
|
|
5
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$716K
|
-$337K
|
-13,389
|
-32%
|
|
|
6
|
Coastwise Capital Group
La Jolla,
California
|
$640K
|
-$67.1K
|
-2,668
|
-10%
|
|
|
7
|
Mainstream Capital Management
Los Angeles,
California
|
$491K
|
+$230K
|
+9,133
|
+88%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$366K
|
-$226
|
-9
|
-0.1%
|
|
|
9
|
WealthPLAN Partners
Omaha,
Nebraska
|
$302K
|
-$585K
|
-23,268
|
-66%
|
|
|
10
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$59.9K
|
–
|
–
|
–
|
|
|
11
|
Golden State Wealth Management
Santa Ana,
California
|
$52K
|
–
|
–
|
–
|
|
|
12
|
Advisornet Financial
Minnetonka,
Minnesota
|
$50.4K
|
+$50.3K
|
+2,000
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$24.5K
|
+$24.4K
|
+971
|
New
|
|
|
14
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$18.1K
|
+$629
|
+25
|
+4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$24
|
+$25
|
+1
|
New
|
|
|
16
|
High Note Wealth
Deephaven,
Minnesota
|
–
|
-$11.2M
|
-443,675
|
Closed
|
|
|
17
|
North Star Asset Management
Neenah,
Wisconsin
|
–
|
-$202K
|
-8,020
|
Closed
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1K
|
-30
|
Closed
|
|
