|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$5.41M
|
–
|
–
|
–
|
|
|
2
|
Southland Equity Partners
Wildwood,
Missouri
|
$2.15M
|
–
|
–
|
–
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$941K
|
+$493K
|
+18,837
|
+119%
|
|
|
4
|
Mutual Advisors
Omaha,
Nebraska
|
$674K
|
-$31.4K
|
-1,200
|
-5%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$571K
|
+$552K
|
+21,060
|
New
|
|
|
6
|
|
$401K
|
+$388K
|
+14,799
|
New
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$399K
|
-$27.4M
|
-1,046,395
|
-99%
|
|
|
8
|
Elevated Capital Advisors
Sandy,
Utah
|
$292K
|
-$437K
|
-16,681
|
-61%
|
|
|
9
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$141K
|
+$136K
|
+5,210
|
New
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$55.3K
|
+$53.4K
|
+2,038
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.26K
|
–
|
–
|
–
|
|
|
12
|
Coppell Advisory Solutions
Coppell,
Texas
|
$3.49K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.33K
|
-$3.38K
|
-129
|
-60%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
+$760
|
+29
|
New
|
|
|
15
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$4.62M
|
-178,732
|
Closed
|
|
|
16
|
Delta Investment Management
San Francisco,
California
|
–
|
-$4.3M
|
-166,296
|
Closed
|
|
|
17
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$1.96M
|
-76,040
|
Closed
|
|
|
18
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
–
|
-$3.68M
|
-49,110
|
Closed
|
|
|
19
|
Great Lakes Retirement
Sandusky,
Ohio
|
–
|
-$1.19M
|
-46,203
|
Closed
|
|
|
20
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$293K
|
-11,355
|
Closed
|
|
|
21
|
FWG Investments
Lexington,
Kentucky
|
–
|
-$288K
|
-11,141
|
Closed
|
|
|
22
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$274K
|
-10,595
|
Closed
|
|
|
23
|
|
–
|
-$267K
|
-10,353
|
Closed
|
|
|
24
|
Pineridge Advisors
St. Charles,
Missouri
|
–
|
-$15.6K
|
-605
|
Closed
|
|
|
25
|
Richard W. Paul & Associates
Novi,
Michigan
|
–
|
-$1.81K
|
-70
|
Closed
|
|
