|
1
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.1M
|
+$2.1M
|
+83,283
|
New
|
|
|
2
|
|
$1.07M
|
+$1.07M
|
+42,347
|
New
|
|
|
3
|
|
$879K
|
-$233K
|
-9,239
|
-21%
|
|
|
4
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$626K
|
-$327K
|
-13,000
|
-34%
|
|
|
5
|
Coastwise Capital Group
La Jolla,
California
|
$617K
|
-$24K
|
-953
|
-4%
|
|
|
6
|
Mainstream Capital Management
Los Angeles,
California
|
$492K
|
–
|
–
|
–
|
|
|
7
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$396K
|
-$321K
|
-12,763
|
-45%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$383K
|
+$16.2K
|
+643
|
+4%
|
|
|
9
|
Savvy Advisors Inc
New York
|
$280K
|
+$279K
|
+11,079
|
New
|
|
|
10
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$60K
|
–
|
–
|
–
|
|
|
11
|
Anfield Capital Management
Irvine,
California
|
$53.1K
|
+$53K
|
+2,104
|
New
|
|
|
12
|
Golden State Wealth Management
Santa Ana,
California
|
$52.1K
|
–
|
–
|
–
|
|
|
13
|
Advisornet Financial
Minnetonka,
Minnesota
|
$50.5K
|
–
|
–
|
–
|
|
|
14
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$17.5K
|
-$629
|
-25
|
-3%
|
|
|
15
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$12.6K
|
+$12.6K
|
+500
|
New
|
|
|
16
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$12.5K
|
+$12.5K
|
+497
|
New
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$10K
|
+$9.99K
|
+397
|
New
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
+$503
|
+20
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$21
|
–
|
–
|
–
|
|
|
20
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$2.27M
|
-90,055
|
Closed
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.21M
|
-87,694
|
Closed
|
|
|
22
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$302K
|
-11,992
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$24.5K
|
-971
|
Closed
|
|
