|
1
|
TrueMark Investments
Chicago,
Illinois
|
$2343万
|
+$1065万
|
+238,724
|
+87%
|
|
|
2
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$208万
|
-$17.5万
|
-3,923
|
-8%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$172万
|
+$121万
|
+27,040
|
+256%
|
|
|
4
|
Elevated Capital Advisors
Sandy,
Utah
|
$29.9万
|
-$27.6万
|
-6,193
|
-49%
|
|
|
5
|
Todd Wealth Management, LLC
Venice,
Florida
|
$25.5万
|
–
|
–
|
–
|
|
|
6
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$25.1万
|
–
|
–
|
–
|
|
|
7
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$22.9万
|
–
|
–
|
–
|
|
|
8
|
Weaver Consulting Group
Huntington Beach,
California
|
$21.2万
|
+$20.7万
|
+4,633
|
新規
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$20.5万
|
+$20万
|
+4,492
|
新規
|
|
|
10
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$16.1万
|
–
|
–
|
–
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$9.8万
|
-$1889万
|
-423,583
|
-99%
|
|
|
12
|
IFG Advisory
Atlanta,
Georgia
|
$7.58万
|
+$7.39万
|
+1,658
|
新規
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.01万
|
–
|
–
|
–
|
|
|
14
|
Arax Advisory Partners
Denver,
Colorado
|
$2.74万
|
–
|
–
|
–
|
|
|
15
|
Compass Financial Management
Tampa,
Florida
|
$1.42万
|
+$1.36万
|
+305
|
新規
|
|
|
16
|
Mosley Wealth Management
Anaheim,
California
|
$6,397
|
+$6,243
|
+140
|
新規
|
|
|
17
|
POM Investment Strategies
Raleigh,
North Carolina
|
$3,427
|
-$126万
|
-28,322
|
-100%
|
|
|
18
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$3,357
|
+$3,255
|
+73
|
新規
|
|
|
19
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2,161
|
-$9.9万
|
-2,215
|
-98%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$960
|
+$936
|
+21
|
新規
|
|
|
21
|
FSR Wealth Management
Elmhurst,
Illinois
|
–
|
-$143万
|
-34,825
|
解消
|
|
|
22
|
SMART Wealth
Omaha,
Nebraska
|
–
|
-$80万
|
-19,460
|
解消
|
|
|
23
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
–
|
-$66万
|
-16,049
|
解消
|
|
|
24
|
FWG Investments
Lexington,
Kentucky
|
–
|
-$55.7万
|
-13,560
|
解消
|
|
|
25
|
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
|
–
|
-$49.2万
|
-11,963
|
解消
|
|
