|
1
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$13.2M
|
+$13.2M
|
+433,838
|
New
|
|
|
2
|
Avior Wealth Management
Omaha,
Nebraska
|
$11.2M
|
+$5.08M
|
+166,947
|
+84%
|
|
|
3
|
Arete Wealth Advisors
Chicago,
Illinois
|
$4.75M
|
+$970K
|
+31,902
|
+26%
|
|
|
4
|
Wayfinding Financial
Lynnwood,
Washington
|
$4.38M
|
-$21.7K
|
-713
|
-0.5%
|
|
|
5
|
Axxcess Wealth Management
Carlsbad,
California
|
$3.35M
|
+$3.34M
|
+109,845
|
New
|
|
|
6
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$3.11M
|
+$1.54M
|
+50,670
|
+99%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.32M
|
+$1.48M
|
+48,725
|
+178%
|
|
|
8
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.19M
|
+$1.19M
|
+39,145
|
New
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$1.12M
|
+$371K
|
+12,205
|
+50%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$684K
|
+$203K
|
+6,676
|
+42%
|
|
|
11
|
Continental Investors Services
Longview,
Washington
|
$671K
|
+$284K
|
+9,330
|
+74%
|
|
|
12
|
CoreCap Advisors
Southfield,
Michigan
|
$566K
|
-$9.4K
|
-309
|
-2%
|
|
|
13
|
LifePro Asset Management
San Diego,
California
|
$557K
|
+$38.1K
|
+1,254
|
+7%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$416K
|
+$415K
|
+13,637
|
New
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$305K
|
-$133K
|
-4,361
|
-30%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$258K
|
+$258K
|
+8,478
|
New
|
|
|
17
|
Ignite Planners
San Clemente,
California
|
$245K
|
+$3.92K
|
+129
|
+2%
|
|
|
18
|
Fisher Asset Management
Camas,
Washington
|
$228K
|
+$228K
|
+7,487
|
New
|
|
|
19
|
Westside Investment Management
Santa Monica,
California
|
$59.6K
|
+$4.04K
|
+133
|
+7%
|
|
|
20
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$22.2K
|
+$6.05K
|
+199
|
+36%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$981
|
-31
|
Closed
|
|
