|
1
|
TRUADVICE
Sarasota,
Florida
|
$12.6M
|
-$2.48M
|
-114,019
|
-17%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.09M
|
+$2.14M
|
+98,499
|
+108%
|
|
|
3
|
Pasadena Private Wealth
Pasadena,
California
|
$696K
|
+$700K
|
+32,247
|
New
|
|
|
4
|
Prosperity Wealth Management
San Ramon,
California
|
$391K
|
+$393K
|
+18,112
|
New
|
|
|
5
|
Csenge Advisory Group
Clearwater,
Florida
|
$352K
|
+$355K
|
+16,326
|
New
|
|
|
6
|
Beam Wealth Advisors
Covington,
Louisiana
|
$316K
|
-$8.93K
|
-411
|
-3%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$232K
|
+$234K
|
+10,751
|
New
|
|
|
8
|
Harbour Investments
Madison,
Wisconsin
|
$218K
|
+$220K
|
+10,110
|
New
|
|
|
9
|
MAS Advisors
Miami,
Florida
|
$204K
|
+$206K
|
+9,462
|
New
|
|
|
10
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$125K
|
+$22.1K
|
+1,019
|
+21%
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$42.9K
|
+$43.2K
|
+1,988
|
New
|
|
|
12
|
Westwood Holdings Group
Dallas,
Texas
|
$17K
|
+$17.5K
|
+804
|
New
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$5.03K
|
+$5.06K
|
+233
|
New
|
|
|
15
|
Private Ocean
San Rafael,
California
|
$2.29K
|
+$65
|
+3
|
+3%
|
|
|
16
|
|
$1K
|
+$1.02K
|
+47
|
New
|
|
|
17
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$755
|
+$760
|
+35
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$539
|
–
|
–
|
–
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$86
|
–
|
–
|
–
|
|
|
20
|
Gofen & Glossberg
Chicago,
Illinois
|
–
|
-$812K
|
-40,000
|
Closed
|
|
|
21
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
–
|
-$362K
|
-17,814
|
Closed
|
|
|
22
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
–
|
-$298K
|
-14,679
|
Closed
|
|
|
23
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
–
|
-$102K
|
-5,000
|
Closed
|
|
|
24
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$8K
|
-424
|
Closed
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$2K
|
-80
|
Closed
|
|
