|
1
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$9.11M
|
-$337K
|
-9,988
|
-4%
|
|
|
2
|
TrueMark Investments
Chicago,
Illinois
|
$6.04M
|
+$3.27M
|
+97,098
|
+135%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.48M
|
-$1.99M
|
-58,976
|
-38%
|
|
|
4
|
Vise Technologies
New York
|
$1.4M
|
+$1.32M
|
+39,212
|
New
|
|
|
5
|
Weaver Consulting Group
Huntington Beach,
California
|
$520K
|
–
|
–
|
–
|
|
|
6
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$512K
|
-$16.1K
|
-478
|
-3%
|
|
|
7
|
Elevated Capital Advisors
Sandy,
Utah
|
$499K
|
–
|
–
|
–
|
|
|
8
|
|
$397K
|
+$375K
|
+11,116
|
+111,160%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$271K
|
-$11.2M
|
-330,959
|
-98%
|
|
|
10
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$202K
|
+$191K
|
+5,666
|
New
|
|
|
11
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$125K
|
-$10.7K
|
-317
|
-8%
|
|
|
12
|
|
$51.9K
|
-$43K
|
-1,276
|
-47%
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$33.4K
|
–
|
–
|
–
|
|
|
14
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$30.6K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$14.5K
|
-$1.15K
|
-34
|
-8%
|
|
|
16
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.07K
|
–
|
–
|
–
|
|
|
17
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$807
|
+$775
|
+23
|
New
|
|
|
18
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$1.58M
|
-47,357
|
Closed
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$958K
|
-28,798
|
Closed
|
|
|
20
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$847K
|
-25,451
|
Closed
|
|
|
21
|
FSR Wealth Management
Elmhurst,
Illinois
|
–
|
-$660K
|
-19,847
|
Closed
|
|
|
22
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
–
|
-$444K
|
-13,347
|
Closed
|
|
|
23
|
SMART Wealth
Omaha,
Nebraska
|
–
|
-$368K
|
-11,060
|
Closed
|
|
|
24
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
–
|
-$321K
|
-9,655
|
Closed
|
|
|
25
|
Great Lakes Retirement
Sandusky,
Ohio
|
–
|
-$300K
|
-9,029
|
Closed
|
|
