|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$46M
|
+$753K
|
+88,569
|
+2%
|
|
|
2
|
J.M. Arbour
Gardiner,
Maine
|
$1.6M
|
+$112K
|
+13,171
|
+8%
|
|
|
3
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$484K
|
-$8.56K
|
-1,007
|
-2%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$393K
|
-$54.5K
|
-6,413
|
-12%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$280K
|
+$278K
|
+32,748
|
+11,822%
|
|
|
6
|
Advisornet Financial
Minnetonka,
Minnesota
|
$225K
|
-$133K
|
-15,674
|
-37%
|
|
|
7
|
TCFG Investment Advisors
Laguna Niguel,
California
|
$176K
|
-$3.94K
|
-463
|
-2%
|
|
|
8
|
Mosley Wealth Management
Anaheim,
California
|
$161K
|
-$368K
|
-43,351
|
-70%
|
|
|
9
|
|
$138K
|
+$138K
|
+16,244
|
New
|
|
|
10
|
Walser Wealth Management
Tampa,
Florida
|
$92.7K
|
+$76
|
+9
|
+0.1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$12.1K
|
+$12.1K
|
+1,427
|
New
|
|
|
12
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.84K
|
–
|
–
|
–
|
|
|
13
|
GeoWealth Management
Chicago,
Illinois
|
$3.44K
|
+$1.6K
|
+188
|
+87%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$2.19K
|
–
|
–
|
–
|
|
|
15
|
|
–
|
-$4.47K
|
-526
|
Closed
|
|
