|
1
|
Tidal Investments
Milwaukee,
Wisconsin
|
$31.5M
|
+$10.3M
|
+638,781
|
+46%
|
|
|
2
|
|
$435K
|
+$451K
|
+28,093
|
New
|
|
|
3
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$282K
|
+$78.8K
|
+4,905
|
+37%
|
|
|
4
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$203K
|
+$32.1K
|
+2,000
|
+18%
|
|
|
5
|
Keebeck Wealth Management
Chicago,
Illinois
|
$160K
|
+$166K
|
+10,330
|
New
|
|
|
6
|
EPG Wealth Management
Atlanta,
Georgia
|
$58.6K
|
+$60.8K
|
+3,782
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$17.8K
|
+$18.5K
|
+1,151
|
New
|
|
|
8
|
Sunbelt Securities
Houston,
Texas
|
$9.39K
|
+$9.74K
|
+606
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
10
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$341
|
–
|
–
|
–
|
|
|
11
|
CoreCap Advisors
Southfield,
Michigan
|
$206
|
+$16
|
+1
|
+8%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$30
|
+$32
|
+2
|
New
|
|
|
13
|
Zega Financial
Palm Beach Gardens,
Florida
|
–
|
-$223K
|
-12,110
|
Closed
|
|
|
14
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
–
|
-$9.2K
|
-500
|
Closed
|
|
