|
1
|
TrueMark Investments
Chicago,
Illinois
|
$8.17M
|
+$292K
|
+6,672
|
+4%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$4.46M
|
+$4.54M
|
+103,803
|
+9,701%
|
|
|
3
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$2.05M
|
-$72.7K
|
-1,661
|
-3%
|
|
|
4
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.62M
|
+$1.66M
|
+37,954
|
New
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$591K
|
+$608K
|
+13,891
|
New
|
|
|
6
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$504K
|
+$518K
|
+11,843
|
New
|
|
|
7
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$440K
|
+$452K
|
+10,339
|
New
|
|
|
8
|
Great Lakes Retirement
Sandusky,
Ohio
|
$260K
|
+$267K
|
+6,104
|
New
|
|
|
9
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$234K
|
–
|
–
|
–
|
|
|
10
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$234K
|
-$525
|
-12
|
-0.2%
|
|
|
11
|
LifeWealth Investments
Winter Garden,
Florida
|
$227K
|
+$233K
|
+5,326
|
New
|
|
|
12
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$146K
|
+$150K
|
+3,430
|
New
|
|
|
13
|
Kingdom Financial Group
Peoria,
Arizona
|
$86.2K
|
+$88.6K
|
+2,026
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$55.3K
|
-$56.9K
|
-1,300
|
-50%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$41.4K
|
+$42.6K
|
+973
|
New
|
|
|
16
|
Arax Advisory Partners
Denver,
Colorado
|
$25.5K
|
–
|
–
|
–
|
|
|
17
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$20.6K
|
+$21.2K
|
+484
|
New
|
|
|
18
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$18.5K
|
+$19K
|
+435
|
New
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$340
|
+$350
|
+8
|
New
|
|
|
20
|
Weaver Consulting Group
Huntington Beach,
California
|
–
|
-$207K
|
-4,754
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.56K
|
-36
|
Closed
|
|
