|
1
|
WJ Interests
Sugar Land,
Texas
|
$13.7M
|
-$262K
|
-8,252
|
-2%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.03M
|
+$180K
|
+5,672
|
+3%
|
|
|
3
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.85M
|
-$727K
|
-22,919
|
-27%
|
|
|
4
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$1.76M
|
+$10.9K
|
+343
|
+0.6%
|
|
|
5
|
Financial Enhancement Group
Anderson,
Indiana
|
$1.52M
|
+$128K
|
+4,021
|
+9%
|
|
|
6
|
World Investment Advisors
Santa Barbara,
California
|
$397K
|
-$11.4K
|
-359
|
-3%
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$303K
|
-$1.09M
|
-34,271
|
-77%
|
|
|
8
|
|
$208K
|
–
|
–
|
–
|
|
|
9
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$81.4K
|
+$1.11K
|
+35
|
+1%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$36.6K
|
–
|
–
|
–
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$9.17K
|
–
|
–
|
–
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$1.46K
|
+$1.52K
|
+48
|
New
|
|
|
13
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
–
|
-$2.32M
|
-73,475
|
Closed
|
|
|
14
|
Cambria Investment Management
Manhattan Beach,
California
|
–
|
-$242K
|
-7,641
|
Closed
|
|
|
15
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$242K
|
-7,641
|
Closed
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$227K
|
-7,189
|
Closed
|
|
|
17
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
-$101K
|
-3,201
|
Closed
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
–
|
-$7.37K
|
-233
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$822
|
-26
|
Closed
|
|
