|
1
|
AE Wealth Management
Topeka,
Kansas
|
$20.4M
|
+$1.59M
|
+62,684
|
+8%
|
|
|
2
|
Bienville Capital Management
New York
|
$9.08M
|
+$5.31M
|
+208,945
|
+142%
|
|
|
3
|
|
$3.56M
|
-$1.75M
|
-68,738
|
-33%
|
|
|
4
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$2.56M
|
+$2.07M
|
+81,204
|
+427%
|
|
|
5
|
|
$2.37M
|
–
|
–
|
–
|
|
|
6
|
Black Swift Group
Boulder,
Colorado
|
$1.09M
|
+$542K
|
+21,325
|
+100%
|
|
|
7
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$911K
|
+$31.5K
|
+1,240
|
+4%
|
|
|
8
|
Valeo Financial Advisors
Carmel,
Indiana
|
$528K
|
–
|
–
|
–
|
|
|
9
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$494K
|
+$493K
|
+19,376
|
New
|
|
|
10
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$378K
|
+$370K
|
+14,539
|
New
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$231K
|
+$11.6K
|
+456
|
+5%
|
|
|
12
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$231K
|
+$230K
|
+9,045
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$230K
|
+$11.6K
|
+455
|
+5%
|
|
|
14
|
|
$131K
|
-$4.95M
|
-194,847
|
-97%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$97K
|
+$96.6K
|
+3,800
|
New
|
|
|
16
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$50.1K
|
+$50K
|
+1,965
|
New
|
|
|
17
|
Pineridge Advisors
St. Charles,
Missouri
|
$34.4K
|
-$21.4K
|
-840
|
-38%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.91K
|
+$7.88K
|
+310
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$893
|
-$3.03K
|
-119
|
-77%
|
|
|
20
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$744K
|
-29,406
|
Closed
|
|
|
21
|
GTS Securities
Miami,
Florida
|
–
|
-$718K
|
-28,409
|
Closed
|
|
|
22
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
–
|
-$235K
|
-9,299
|
Closed
|
|
|
23
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
–
|
-$8.8K
|
-348
|
Closed
|
|
|
24
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
–
|
-$1.49K
|
-59
|
Closed
|
|
