|
1
|
TrueMark Investments
Chicago,
Illinois
|
$21M
|
+$11.5M
|
+260,239
|
+129%
|
|
|
2
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.57M
|
-$20.2K
|
-456
|
-0.8%
|
|
|
3
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$1.05M
|
+$277K
|
+6,266
|
+37%
|
|
|
4
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$824K
|
+$803K
|
+18,168
|
New
|
|
|
5
|
Weaver Consulting Group
Huntington Beach,
California
|
$655K
|
–
|
–
|
–
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$368K
|
-$1.14M
|
-25,699
|
-76%
|
|
|
7
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$302K
|
-$8.4K
|
-190
|
-3%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$109K
|
-$9.55K
|
-216
|
-8%
|
|
|
9
|
Arax Advisory Partners
Denver,
Colorado
|
$72.6K
|
–
|
–
|
–
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$33K
|
-$5.62K
|
-127
|
-15%
|
|
|
11
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$22.7K
|
+$4.42K
|
+100
|
+25%
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$17.7K
|
-$4.42K
|
-100
|
-20%
|
|
|
13
|
Elevated Capital Advisors
Sandy,
Utah
|
$10.5K
|
–
|
–
|
–
|
|
|
14
|
Compass Financial Management
Tampa,
Florida
|
$2.37K
|
+$2.25K
|
+51
|
New
|
|
|
15
|
IFG Advisory
Atlanta,
Georgia
|
$1.18K
|
+$1.15K
|
+26
|
New
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$952
|
+$929
|
+21
|
New
|
|
|
17
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$227
|
-$221
|
-5
|
-50%
|
|
|
18
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$125
|
+$133
|
+3
|
New
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$437K
|
-10,889
|
Closed
|
|
|
20
|
|
–
|
-$216K
|
-5,497
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$15.5K
|
-387
|
Closed
|
|
