|
1
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$2.91M
|
+$2.88M
|
+113,732
|
New
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.51M
|
+$2.48M
|
+97,950
|
New
|
|
|
3
|
Founders Financial Securities
Towson,
Maryland
|
$1.09M
|
+$1.08M
|
+42,481
|
New
|
|
|
4
|
Winnow Wealth
Waco,
Texas
|
$884K
|
+$861K
|
+34,010
|
New
|
|
|
5
|
|
$838K
|
-$787K
|
-31,096
|
-49%
|
|
|
6
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$601K
|
+$594K
|
+23,465
|
New
|
|
|
7
|
BIP Wealth
Atlanta,
Georgia
|
$561K
|
+$554K
|
+21,881
|
New
|
|
|
8
|
Evolution Wealth Management
Fort Myers,
Florida
|
$403K
|
+$398K
|
+15,732
|
New
|
|
|
9
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
$217K
|
+$215K
|
+8,480
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$53.7K
|
+$53K
|
+2,096
|
New
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$51.2K
|
+$50.6K
|
+2,000
|
New
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$697
|
–
|
–
|
–
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.14M
|
-45,436
|
Closed
|
|
|
14
|
Millington Financial Advisors
Naperville,
Illinois
|
–
|
-$348K
|
-13,971
|
Closed
|
|
