|
1
|
TrueMark Investments
Chicago,
Illinois
|
$23.4M
|
+$10.6M
|
+238,724
|
+87%
|
|
|
2
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$2.08M
|
-$175K
|
-3,923
|
-8%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$1.72M
|
+$1.21M
|
+27,040
|
+256%
|
|
|
4
|
Elevated Capital Advisors
Sandy,
Utah
|
$299K
|
-$276K
|
-6,193
|
-49%
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$251K
|
–
|
–
|
–
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$229K
|
–
|
–
|
–
|
|
|
7
|
Weaver Consulting Group
Huntington Beach,
California
|
$212K
|
+$207K
|
+4,633
|
New
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$205K
|
+$200K
|
+4,492
|
New
|
|
|
9
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$161K
|
–
|
–
|
–
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$98.1K
|
-$18.9M
|
-423,583
|
-99%
|
|
|
11
|
IFG Advisory
Atlanta,
Georgia
|
$75.8K
|
+$73.9K
|
+1,658
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$60.1K
|
–
|
–
|
–
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$40.7K
|
+$39.7K
|
+890
|
New
|
|
|
14
|
Arax Advisory Partners
Denver,
Colorado
|
$27.4K
|
–
|
–
|
–
|
|
|
15
|
Compass Financial Management
Tampa,
Florida
|
$14.2K
|
+$13.6K
|
+305
|
New
|
|
|
16
|
Mosley Wealth Management
Anaheim,
California
|
$6.4K
|
+$6.24K
|
+140
|
New
|
|
|
17
|
POM Investment Strategies
Raleigh,
North Carolina
|
$3.43K
|
-$1.26M
|
-28,322
|
-100%
|
|
|
18
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$3.36K
|
+$3.25K
|
+73
|
New
|
|
|
19
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2.16K
|
-$98.8K
|
-2,215
|
-98%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$960
|
+$936
|
+21
|
New
|
|
|
21
|
FSR Wealth Management
Elmhurst,
Illinois
|
–
|
-$1.43M
|
-34,825
|
Closed
|
|
|
22
|
SMART Wealth
Omaha,
Nebraska
|
–
|
-$800K
|
-19,460
|
Closed
|
|
|
23
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
–
|
-$660K
|
-16,049
|
Closed
|
|
|
24
|
FWG Investments
Lexington,
Kentucky
|
–
|
-$557K
|
-13,560
|
Closed
|
|
|
25
|
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
|
–
|
-$492K
|
-11,963
|
Closed
|
|
