|
1
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.27M
|
+$581K
|
+22,736
|
+38%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.94M
|
+$1.8M
|
+70,425
|
New
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$1.93M
|
+$1.78M
|
+69,879
|
New
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$932K
|
+$862K
|
+33,766
|
New
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$459K
|
+$425K
|
+16,631
|
New
|
|
|
6
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$318K
|
+$11.4K
|
+448
|
+4%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$221K
|
+$204K
|
+8,003
|
New
|
|
|
8
|
Capital Wealth Planning
Naples,
Florida
|
$207K
|
+$192K
|
+7,516
|
New
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$78.3K
|
+$72.4K
|
+2,837
|
New
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$8.56K
|
+$7.92K
|
+310
|
New
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6K
|
–
|
–
|
–
|
|
|
12
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$110
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$4
|
–
|
–
|
–
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
–
|
-$425K
|
-17,301
|
Closed
|
|
|
15
|
|
–
|
-$353K
|
-14,390
|
Closed
|
|
