|
1
|
TrueMark Investments
Chicago,
Illinois
|
$29.1M
|
+$17M
|
+475,304
|
+150%
|
|
|
2
|
Weaver Consulting Group
Huntington Beach,
California
|
$1.93M
|
-$10.7K
|
-299
|
-0.6%
|
|
|
3
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$1.87M
|
-$343K
|
-9,565
|
-16%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$460K
|
-$32.4K
|
-905
|
-7%
|
|
|
5
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$52.3K
|
–
|
–
|
–
|
|
|
6
|
Harbour Investments
Madison,
Wisconsin
|
$39.8K
|
-$14.3K
|
-398
|
-27%
|
|
|
7
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$30.7K
|
–
|
–
|
–
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$25.7K
|
-$1.76K
|
-49
|
-7%
|
|
|
9
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$11.7K
|
–
|
–
|
–
|
|
|
10
|
Elevated Capital Advisors
Sandy,
Utah
|
$11.2K
|
–
|
–
|
–
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$953
|
+$932
|
+26
|
New
|
|
|
12
|
Compass Financial Management
Tampa,
Florida
|
$527
|
+$502
|
+14
|
New
|
|
|
13
|
IFG Advisory
Atlanta,
Georgia
|
$110
|
+$108
|
+3
|
New
|
|
|
14
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$58
|
+$72
|
+2
|
New
|
|
|
15
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$52
|
+$36
|
+1
|
New
|
|
|
16
|
|
–
|
-$345K
|
-10,474
|
Closed
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
–
|
-$59K
|
-1,791
|
Closed
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$691
|
-21
|
Closed
|
|
