|
1
|
TrueMark Investments
Chicago,
Illinois
|
$15.4M
|
+$7.16M
|
+297,244
|
+87%
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$806K
|
+$804K
|
+33,366
|
New
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$802K
|
-$1.91M
|
-79,179
|
-70%
|
|
|
4
|
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
|
$569K
|
+$29.5K
|
+1,223
|
+5%
|
|
|
5
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$238K
|
-$412K
|
-17,122
|
-63%
|
|
|
6
|
Csenge Advisory Group
Clearwater,
Florida
|
$207K
|
-$625K
|
-25,955
|
-75%
|
|
|
7
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$88.1K
|
-$155K
|
-6,439
|
-64%
|
|
|
8
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$71.7K
|
+$61.2K
|
+2,543
|
+594%
|
|
|
9
|
Elevated Capital Advisors
Sandy,
Utah
|
$19K
|
–
|
–
|
–
|
|
|
10
|
Compass Financial Management
Tampa,
Florida
|
$16K
|
+$15.8K
|
+658
|
New
|
|
|
11
|
Mosley Wealth Management
Anaheim,
California
|
$8.16K
|
+$5.25K
|
+218
|
+182%
|
|
|
12
|
Kingdom Financial Group
Peoria,
Arizona
|
$4.73K
|
-$5.59K
|
-232
|
-54%
|
|
|
13
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$4.42K
|
-$9.2K
|
-382
|
-68%
|
|
|
14
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$2.82K
|
+$2.82K
|
+117
|
New
|
|
|
15
|
IFG Advisory
Atlanta,
Georgia
|
$1.88K
|
+$1.88K
|
+78
|
New
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.74K
|
+$1.73K
|
+72
|
New
|
|
|
17
|
|
$1.3K
|
–
|
–
|
–
|
|
|
18
|
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
|
–
|
-$299K
|
-12,677
|
Closed
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$7.07K
|
-300
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.86K
|
-79
|
Closed
|
|
