|
1
|
TrueMark Investments
Chicago,
Illinois
|
$24.3M
|
+$13.1M
|
+328,984
|
+125%
|
|
|
2
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$8.78M
|
-$969K
|
-24,269
|
-10%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$1.1M
|
+$804K
|
+20,136
|
+303%
|
|
|
4
|
Elevated Capital Advisors
Sandy,
Utah
|
$705K
|
-$606K
|
-15,176
|
-47%
|
|
|
5
|
Weaver Consulting Group
Huntington Beach,
California
|
$666K
|
–
|
–
|
–
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$558K
|
-$26M
|
-652,065
|
-98%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$441K
|
+$430K
|
+10,761
|
New
|
|
|
8
|
IFG Advisory
Atlanta,
Georgia
|
$182K
|
+$178K
|
+4,446
|
New
|
|
|
9
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$146K
|
–
|
–
|
–
|
|
|
10
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$35.1K
|
–
|
–
|
–
|
|
|
11
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$20.9K
|
-$190K
|
-4,762
|
-90%
|
|
|
12
|
Mosley Wealth Management
Anaheim,
California
|
$19.2K
|
+$18.7K
|
+468
|
New
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$12K
|
-$23.4K
|
-586
|
-67%
|
|
|
14
|
Kingdom Financial Group
Peoria,
Arizona
|
$11.5K
|
-$199K
|
-4,990
|
-95%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$10.4K
|
+$7.99K
|
+200
|
+377%
|
|
|
16
|
Compass Financial Management
Tampa,
Florida
|
$9.7K
|
+$9.23K
|
+231
|
New
|
|
|
17
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$6.75K
|
+$6.59K
|
+165
|
New
|
|
|
18
|
POM Investment Strategies
Raleigh,
North Carolina
|
$3.56K
|
-$1.27M
|
-31,769
|
-100%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.43K
|
–
|
–
|
–
|
|
|
20
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.23K
|
–
|
–
|
–
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$983
|
+$959
|
+24
|
New
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$410
|
–
|
–
|
–
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$410
|
+$399
|
+10
|
New
|
|
|
24
|
FSR Wealth Management
Elmhurst,
Illinois
|
–
|
-$1.47M
|
-39,986
|
Closed
|
|
|
25
|
SMART Wealth
Omaha,
Nebraska
|
–
|
-$965K
|
-26,244
|
Closed
|
|
