|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$45.7M
|
+$2.18M
|
+257,949
|
+5%
|
|
|
2
|
Anfield Capital Management
Irvine,
California
|
$1.93M
|
+$186K
|
+21,990
|
+11%
|
|
|
3
|
SLT Holdings
Scottsdale,
Arizona
|
$1.7M
|
-$69.3K
|
-8,188
|
-4%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$1.62M
|
+$1.61M
|
+190,374
|
+380,748%
|
|
|
5
|
Advisornet Financial
Minnetonka,
Minnesota
|
$652K
|
+$648K
|
+76,629
|
New
|
|
|
6
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$517K
|
+$56.8K
|
+6,709
|
+12%
|
|
|
7
|
|
$256K
|
+$255K
|
+30,152
|
New
|
|
|
8
|
Atomi Financial Group
New York
|
$239K
|
-$26.5K
|
-3,129
|
-10%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$194K
|
+$16.7K
|
+1,975
|
+9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$62.7K
|
+$10.9K
|
+1,286
|
+21%
|
|
|
11
|
Tucker Asset Management
Littleton,
Colorado
|
$33.6K
|
–
|
–
|
–
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$20.6K
|
+$13.6K
|
+1,612
|
+199%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$1.84K
|
+$1.83K
|
+216
|
New
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$20.7K
|
-2,465
|
Closed
|
|
