|
1
|
WJ Interests
Sugar Land,
Texas
|
$14.1M
|
+$631K
|
+21,841
|
+5%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.82M
|
+$592K
|
+20,521
|
+12%
|
|
|
3
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$1.73M
|
+$456K
|
+15,787
|
+37%
|
|
|
4
|
Financial Enhancement Group
Anderson,
Indiana
|
$1.72M
|
-$253K
|
-8,770
|
-13%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$950K
|
+$705K
|
+24,411
|
+333%
|
|
|
6
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$425K
|
+$410K
|
+14,198
|
New
|
|
|
7
|
World Investment Advisors
Santa Barbara,
California
|
$415K
|
+$4.68K
|
+162
|
+1%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$222K
|
+$214K
|
+7,399
|
New
|
|
|
9
|
|
$205K
|
+$197K
|
+6,840
|
New
|
|
|
10
|
Avior Wealth Management
Omaha,
Nebraska
|
$109K
|
-$11K
|
-382
|
-10%
|
|
|
11
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$74.9K
|
+$72.2K
|
+2,501
|
New
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$35.9K
|
–
|
–
|
–
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$358K
|
-12,400
|
Closed
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
–
|
-$69.4K
|
-2,402
|
Closed
|
|
|
15
|
|
–
|
-$67
|
-2
|
Closed
|
|
