|
1
|
Napa Wealth Management
Napa,
California
|
$5.51M
|
+$2.45M
|
+76,862
|
+77%
|
|
|
2
|
GTS Securities
Miami,
Florida
|
$1.72M
|
+$1.16M
|
+36,547
|
+195%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.18M
|
+$1.2M
|
+37,805
|
New
|
|
|
4
|
IFP Advisors
Tampa,
Florida
|
$913K
|
+$36K
|
+1,131
|
+4%
|
|
|
5
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$804K
|
-$28.6K
|
-897
|
-3%
|
|
|
6
|
Worth Asset Management
Dallas,
Texas
|
$298K
|
+$3.34K
|
+105
|
+1%
|
|
|
7
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$247K
|
+$15.4K
|
+483
|
+6%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$220K
|
-$42.4K
|
-1,332
|
-16%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$51.3K
|
+$34.5K
|
+1,085
|
+192%
|
|
|
10
|
|
$7K
|
+$7.16K
|
+225
|
New
|
|
|
11
|
Atomi Financial Group
New York
|
–
|
-$203K
|
-6,438
|
Closed
|
|
|
12
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
-$16.1K
|
-511
|
Closed
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$6.12K
|
-194
|
Closed
|
|
|
14
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$3K
|
-95
|
Closed
|
|
