|
1
|
TrueMark Investments
Chicago,
Illinois
|
$8.05M
|
+$3.17M
|
+75,341
|
+69%
|
|
|
2
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$2.17M
|
-$48.8K
|
-1,161
|
-2%
|
|
|
3
|
Wolverine Trading
Chicago,
Illinois
|
$246K
|
+$239K
|
+5,683
|
New
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$239K
|
–
|
–
|
–
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$239K
|
–
|
–
|
–
|
|
|
6
|
Weaver Consulting Group
Huntington Beach,
California
|
$207K
|
+$200K
|
+4,754
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$109K
|
+$54.7K
|
+1,300
|
+100%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$46.5K
|
-$11.4M
|
-270,512
|
-100%
|
|
|
9
|
Arax Advisory Partners
Denver,
Colorado
|
$26.1K
|
+$25.2K
|
+600
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.56K
|
+$1.51K
|
+36
|
New
|
|
|
11
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$1.53M
|
-37,320
|
Closed
|
|
|
12
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$909K
|
-22,241
|
Closed
|
|
|
13
|
FSR Wealth Management
Elmhurst,
Illinois
|
–
|
-$716K
|
-17,517
|
Closed
|
|
|
14
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
–
|
-$525K
|
-13,834
|
Closed
|
|
|
15
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
–
|
-$486K
|
-11,894
|
Closed
|
|
|
16
|
SMART Wealth
Omaha,
Nebraska
|
–
|
-$387K
|
-9,463
|
Closed
|
|
|
17
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
–
|
-$344K
|
-8,423
|
Closed
|
|
|
18
|
LifeWealth Investments
Winter Garden,
Florida
|
–
|
-$313K
|
-7,654
|
Closed
|
|
|
19
|
Great Lakes Retirement
Sandusky,
Ohio
|
–
|
-$293K
|
-7,158
|
Closed
|
|
|
20
|
FWG Investments
Lexington,
Kentucky
|
–
|
-$241K
|
-5,899
|
Closed
|
|
|
21
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
–
|
-$105K
|
-2,581
|
Closed
|
|
|
22
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
–
|
-$100K
|
-2,445
|
Closed
|
|
|
23
|
Park Square Financial Group
Roswell,
Georgia
|
–
|
-$30.1K
|
-736
|
Closed
|
|
|
24
|
|
–
|
-$17.1K
|
-418
|
Closed
|
|
|
25
|
Decker Retirement Planning
Levi,
Utah
|
–
|
-$3.95K
|
-97
|
Closed
|
|
