|
1
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$3.8M
|
+$1.22M
|
+34,819
|
+47%
|
|
|
2
|
Legacy Investment Solutions
Meridian,
Idaho
|
$3.8M
|
+$3.83M
|
+109,347
|
New
|
|
|
3
|
|
$992K
|
+$998K
|
+28,515
|
New
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$795K
|
+$263K
|
+7,526
|
+49%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$754K
|
+$759K
|
+21,683
|
New
|
|
|
6
|
Atomi Financial Group
New York
|
$705K
|
+$709K
|
+20,275
|
New
|
|
|
7
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$705K
|
+$709K
|
+20,275
|
New
|
|
|
8
|
Fermata Advisors
Sonoma,
California
|
$465K
|
+$40.8K
|
+1,166
|
+10%
|
|
|
9
|
GTS Securities
Miami,
Florida
|
$299K
|
+$76.8K
|
+2,195
|
+34%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$122K
|
+$123K
|
+3,506
|
New
|
|
|
11
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$80.5K
|
+$81K
|
+2,315
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$46.2K
|
+$43.4K
|
+1,240
|
+1,393%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7K
|
+$35
|
+1
|
+0.5%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$3.34K
|
+$3.36K
|
+96
|
New
|
|
|
15
|
|
$40
|
–
|
–
|
–
|
|
|
16
|
Group One Trading
Chicago,
Illinois
|
–
|
-$137K
|
-3,978
|
Closed
|
|
