|
1
|
TrueMark Investments
Chicago,
Illinois
|
$2.98M
|
+$1.03M
|
+28,219
|
+57%
|
|
|
2
|
Elevated Capital Advisors
Sandy,
Utah
|
$1.22M
|
–
|
–
|
–
|
|
|
3
|
Weaver Consulting Group
Huntington Beach,
California
|
$980K
|
-$36.3K
|
-1,000
|
-4%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$539K
|
+$80.9K
|
+2,226
|
+19%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$254K
|
-$25.4M
|
-700,285
|
-99%
|
|
|
6
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$233K
|
–
|
–
|
–
|
|
|
7
|
Harbour Investments
Madison,
Wisconsin
|
$220K
|
–
|
–
|
–
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$211K
|
+$199K
|
+5,477
|
New
|
|
|
9
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$131K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$127K
|
+$120K
|
+3,291
|
New
|
|
|
11
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$46.2K
|
+$43.6K
|
+1,200
|
New
|
|
|
12
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$27.3K
|
–
|
–
|
–
|
|
|
13
|
Pineridge Advisors
St. Charles,
Missouri
|
$4.54K
|
-$8.5K
|
-234
|
-66%
|
|
|
14
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3.17K
|
+$2.98K
|
+82
|
New
|
|
|
15
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
$574
|
-$10.8K
|
-298
|
-94%
|
|
|
16
|
Access Financial Services
Minneapolis,
Minnesota
|
–
|
-$9.68M
|
-270,008
|
Closed
|
|
|
17
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$4.09M
|
-114,020
|
Closed
|
|
|
18
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$1.78M
|
-49,776
|
Closed
|
|
|
19
|
SMART Wealth
Omaha,
Nebraska
|
–
|
-$1.17M
|
-32,601
|
Closed
|
|
|
20
|
FSR Wealth Management
Elmhurst,
Illinois
|
–
|
-$1.12M
|
-31,115
|
Closed
|
|
|
21
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
–
|
-$969K
|
-27,048
|
Closed
|
|
|
22
|
FWG Investments
Lexington,
Kentucky
|
–
|
-$788K
|
-21,986
|
Closed
|
|
|
23
|
Great Lakes Retirement
Sandusky,
Ohio
|
–
|
-$602K
|
-16,791
|
Closed
|
|
|
24
|
LifeWealth Investments
Winter Garden,
Florida
|
–
|
-$555K
|
-15,480
|
Closed
|
|
|
25
|
|
–
|
-$438K
|
-12,225
|
Closed
|
|
