|
1
|
TRUADVICE
Sarasota,
Florida
|
$15.1M
|
+$5.95M
|
+264,729
|
+62%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.85M
|
+$974K
|
+43,313
|
+90%
|
|
|
3
|
Gofen & Glossberg
Chicago,
Illinois
|
$812K
|
–
|
–
|
–
|
|
|
4
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$362K
|
+$400K
|
+17,814
|
New
|
|
|
5
|
Beam Wealth Advisors
Covington,
Louisiana
|
$306K
|
+$338K
|
+15,051
|
New
|
|
|
6
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$298K
|
+$6.29K
|
+280
|
+2%
|
|
|
7
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$102K
|
+$112K
|
+5,000
|
New
|
|
|
8
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$96K
|
+$107K
|
+4,769
|
New
|
|
|
9
|
Simplex Trading
Chicago,
Illinois
|
$8K
|
+$9.53K
|
+424
|
New
|
|
|
10
|
IFP Advisors
Tampa,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
+$1.8K
|
+80
|
New
|
|
|
12
|
Private Ocean
San Rafael,
California
|
$2K
|
+$2.34K
|
+104
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1K
|
+$562
|
+25
|
New
|
|
|
14
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
–
|
-$47K
|
-2,050
|
Closed
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
–
|
+$90
|
+4
|
New
|
|
