|
1
|
TrueMark Investments
Chicago,
Illinois
|
$25.1M
|
+$12.7M
|
+300,340
|
+107%
|
|
|
2
|
Weaver Consulting Group
Huntington Beach,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$665K
|
+$242K
|
+5,726
|
+59%
|
|
|
4
|
Elevated Capital Advisors
Sandy,
Utah
|
$626K
|
-$560K
|
-13,271
|
-48%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$439K
|
-$18M
|
-425,860
|
-98%
|
|
|
6
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$288K
|
–
|
–
|
–
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$204K
|
+$199K
|
+4,710
|
New
|
|
|
8
|
Harbour Investments
Madison,
Wisconsin
|
$167K
|
-$89.1K
|
-2,111
|
-35%
|
|
|
9
|
IFG Advisory
Atlanta,
Georgia
|
$166K
|
+$162K
|
+3,843
|
New
|
|
|
10
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$148K
|
–
|
–
|
–
|
|
|
11
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$99.1K
|
–
|
–
|
–
|
|
|
12
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$20.7K
|
-$175K
|
-4,154
|
-90%
|
|
|
13
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$19.5K
|
-$6.96K
|
-165
|
-27%
|
|
|
14
|
Kingdom Financial Group
Peoria,
Arizona
|
$11.8K
|
-$184K
|
-4,360
|
-94%
|
|
|
15
|
Mosley Wealth Management
Anaheim,
California
|
$11.5K
|
+$10.4K
|
+247
|
+1,235%
|
|
|
16
|
Compass Financial Management
Tampa,
Florida
|
$9.67K
|
+$9.2K
|
+218
|
New
|
|
|
17
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$6.63K
|
+$6.45K
|
+153
|
New
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.99K
|
+$1.94K
|
+46
|
New
|
|
|
19
|
POM Investment Strategies
Raleigh,
North Carolina
|
$1.69K
|
-$620K
|
-14,702
|
-100%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.43K
|
-$1.56K
|
-37
|
-53%
|
|
|
21
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$933K
|
-24,037
|
Closed
|
|
|
22
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
–
|
-$857K
|
-22,073
|
Closed
|
|
|
23
|
FSR Wealth Management
Elmhurst,
Illinois
|
–
|
-$752K
|
-19,366
|
Closed
|
|
|
24
|
SMART Wealth
Omaha,
Nebraska
|
–
|
-$578K
|
-14,898
|
Closed
|
|
|
25
|
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
|
–
|
-$529K
|
-13,627
|
Closed
|
|
