|
1
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.6M
|
+$992K
|
+38,193
|
+186%
|
|
|
2
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.49M
|
+$1.42M
|
+54,709
|
New
|
|
|
3
|
Winnow Wealth
Waco,
Texas
|
$1.1M
|
+$59.3K
|
+2,283
|
+6%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$911K
|
+$869K
|
+33,449
|
New
|
|
|
5
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$898K
|
+$266K
|
+10,234
|
+45%
|
|
|
6
|
Elmwood Wealth Management
Berkeley,
California
|
$734K
|
+$234K
|
+9,004
|
+50%
|
|
|
7
|
Keystone Wealth Services
Palm Desert,
California
|
$543K
|
+$518K
|
+19,933
|
New
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$492K
|
-$803K
|
-30,919
|
-63%
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$54.5K
|
+$52K
|
+2,000
|
New
|
|
|
10
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$24.5K
|
+$23.4K
|
+900
|
New
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$18.8K
|
+$17.9K
|
+689
|
New
|
|
|
12
|
Red Reef Advisors
Boca Raton,
Florida
|
$11.3K
|
+$3.4K
|
+131
|
+46%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$5.45K
|
–
|
–
|
–
|
|
|
14
|
Benson Wealth Management
Ooltewah, Tn,
Tennessee
|
$3.35K
|
–
|
–
|
–
|
|
|
15
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$1.55K
|
-$6.86M
|
-264,147
|
-100%
|
|
|
16
|
|
–
|
-$609K
|
-25,110
|
Closed
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
–
|
-$71.9K
|
-2,963
|
Closed
|
|
