|
1
|
TrueMark Investments
Chicago,
Illinois
|
$21.8M
|
+$11.5M
|
+259,531
|
+117%
|
|
|
2
|
Weaver Consulting Group
Huntington Beach,
California
|
$4.8M
|
–
|
–
|
–
|
|
|
3
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.46M
|
-$9.95K
|
-225
|
-0.7%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.27M
|
–
|
–
|
–
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$920K
|
+$43.8K
|
+990
|
+5%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$883K
|
+$395K
|
+8,931
|
+85%
|
|
|
7
|
|
$512K
|
+$500K
|
+11,307
|
New
|
|
|
8
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$491K
|
-$30.6K
|
-692
|
-6%
|
|
|
9
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$344K
|
+$335K
|
+7,574
|
New
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$308K
|
–
|
–
|
–
|
|
|
11
|
|
$283K
|
+$276K
|
+6,245
|
New
|
|
|
12
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$97.6K
|
–
|
–
|
–
|
|
|
13
|
Arax Advisory Partners
Denver,
Colorado
|
$75.6K
|
–
|
–
|
–
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$63.4K
|
-$21.1M
|
-477,606
|
-100%
|
|
|
15
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$50.5K
|
+$35.4K
|
+800
|
+256%
|
|
|
16
|
IFG Advisory
Atlanta,
Georgia
|
$39.4K
|
+$38.4K
|
+868
|
New
|
|
|
17
|
Compass Financial Management
Tampa,
Florida
|
$28.8K
|
+$27.7K
|
+627
|
New
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$27.4K
|
-$19.9K
|
-450
|
-43%
|
|
|
19
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$12.7K
|
–
|
–
|
–
|
|
|
20
|
Mosley Wealth Management
Anaheim,
California
|
$2.72K
|
+$2.65K
|
+60
|
New
|
|
|
21
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2.23K
|
-$188K
|
-4,240
|
-99%
|
|
|
22
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$771
|
+$752
|
+17
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$45
|
-$13.8K
|
-311
|
-100%
|
|
|
24
|
FSR Wealth Management
Elmhurst,
Illinois
|
–
|
-$1.05M
|
-25,729
|
Closed
|
|
|
25
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$932K
|
-22,934
|
Closed
|
|
