|
1
|
AE Wealth Management
Topeka,
Kansas
|
$18.8M
|
+$13.8M
|
+545,113
|
+282%
|
|
|
2
|
|
$5.26M
|
+$4.8M
|
+189,771
|
+1,032%
|
|
|
3
|
|
$5.06M
|
–
|
–
|
–
|
|
|
4
|
Bienville Capital Management
New York
|
$3.73M
|
+$3.72M
|
+146,929
|
New
|
|
|
5
|
|
$2.35M
|
+$1.96M
|
+77,316
|
+494%
|
|
|
6
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$872K
|
-$36.1K
|
-1,426
|
-4%
|
|
|
7
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$744K
|
+$744K
|
+29,406
|
New
|
|
|
8
|
GTS Securities
Miami,
Florida
|
$718K
|
+$719K
|
+28,409
|
New
|
|
|
9
|
Black Swift Group
Boulder,
Colorado
|
$541K
|
-$1.01M
|
-39,940
|
-65%
|
|
|
10
|
Valeo Financial Advisors
Carmel,
Indiana
|
$524K
|
+$17.7K
|
+700
|
+4%
|
|
|
11
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$481K
|
+$481K
|
+19,000
|
New
|
|
|
12
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$235K
|
+$235K
|
+9,299
|
New
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$217K
|
+$217K
|
+8,590
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$217K
|
+$217K
|
+8,573
|
New
|
|
|
15
|
Pineridge Advisors
St. Charles,
Missouri
|
$55.3K
|
+$55.4K
|
+2,188
|
New
|
|
|
16
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$8.8K
|
-$23.2K
|
-918
|
-73%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$3.9K
|
+$3.9K
|
+154
|
New
|
|
|
18
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1.49K
|
+$1.49K
|
+59
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$5.06M
|
-200,000
|
Closed
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$3.85M
|
-152,256
|
Closed
|
|
|
21
|
|
–
|
-$2.68M
|
-106,079
|
Closed
|
|
|
22
|
|
–
|
-$2.53M
|
-100,000
|
Closed
|
|
