|
1
|
Latitude Advisors
Vero Beach,
Florida
|
$24M
|
-$1.27M
|
-38,805
|
-5%
|
|
|
2
|
PMV Capital Advisers
Dallas,
Texas
|
$19.9M
|
+$571K
|
+17,433
|
+3%
|
|
|
3
|
Castleview Partners
Dallas,
Texas
|
$3.81M
|
-$27.7K
|
-847
|
-0.7%
|
|
|
4
|
Ausdal Financial Partners
Davenport,
Iowa
|
$2.12M
|
+$1.12M
|
+34,165
|
+109%
|
|
|
5
|
Advyzon Investment Management
Lisle,
Illinois
|
$2.09M
|
+$1.09M
|
+33,213
|
+106%
|
|
|
6
|
Integrity Alliance
Urbandale,
Iowa
|
$2.01M
|
+$202K
|
+6,155
|
+11%
|
|
|
7
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.69M
|
+$579K
|
+17,682
|
+52%
|
|
|
8
|
Innovative Wealth Building
California,
Maryland
|
$914K
|
+$124K
|
+3,798
|
+16%
|
|
|
9
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$477K
|
+$481K
|
+14,700
|
New
|
|
|
10
|
VisionPoint Advisory Group
Dallas,
Texas
|
$284K
|
-$116K
|
-3,538
|
-29%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.9K
|
-$884
|
-27
|
-18%
|
|
|
12
|
|
$32
|
–
|
–
|
–
|
|
|
13
|
GTS Securities
Miami,
Florida
|
–
|
-$10.9M
|
-347,995
|
Closed
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$212K
|
-6,770
|
Closed
|
|
