|
1
|
AE Wealth Management
Topeka,
Kansas
|
$8.32M
|
+$8.58M
|
+254,349
|
New
|
|
|
2
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.81M
|
-$37.7K
|
-1,118
|
-1%
|
|
|
3
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$635K
|
+$655K
|
+19,433
|
New
|
|
|
4
|
Great Lakes Retirement
Sandusky,
Ohio
|
$427K
|
+$441K
|
+13,072
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$243K
|
-$25.8K
|
-765
|
-9%
|
|
|
6
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$214K
|
+$221K
|
+6,557
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$51.3K
|
–
|
–
|
–
|
|
|
8
|
Spire Wealth Management
Mclean,
Virginia
|
$39.6K
|
–
|
–
|
–
|
|
|
9
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$24K
|
+$24.8K
|
+735
|
New
|
|
|
10
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$2.12K
|
+$2.19K
|
+65
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$523
|
+$540
|
+16
|
New
|
|
|
12
|
Richard W. Paul & Associates
Novi,
Michigan
|
$490
|
+$506
|
+15
|
New
|
|
|
13
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
–
|
-$1.53M
|
-45,464
|
Closed
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$435K
|
-12,916
|
Closed
|
|
|
15
|
Insight 2811 Inc
Chicago,
Illinois
|
–
|
-$201K
|
-5,961
|
Closed
|
|
|
16
|
Castleview Partners
Dallas,
Texas
|
–
|
-$28.3K
|
-840
|
Closed
|
|
