|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$44.2M
|
-$1.57M
|
-186,481
|
-3%
|
|
|
2
|
Anfield Capital Management
Irvine,
California
|
$1.89M
|
-$48.6K
|
-5,762
|
-3%
|
|
|
3
|
SLT Holdings
Scottsdale,
Arizona
|
$1.61M
|
-$90.8K
|
-10,753
|
-5%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$1.57M
|
-$52.6K
|
-6,234
|
-3%
|
|
|
5
|
Advisornet Financial
Minnetonka,
Minnesota
|
$619K
|
-$34.4K
|
-4,071
|
-5%
|
|
|
6
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$501K
|
-$17.8K
|
-2,107
|
-3%
|
|
|
7
|
|
$294K
|
+$36.5K
|
+4,327
|
+14%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$188K
|
-$6.42K
|
-761
|
-3%
|
|
|
9
|
TCFG Wealth Management
Laguna Niguel,
California
|
$176K
|
+$175K
|
+20,693
|
New
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$105K
|
+$104K
|
+12,294
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$61K
|
-$1.86K
|
-220
|
-3%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$14.9K
|
-$5.69K
|
-674
|
-28%
|
|
|
13
|
|
$8.03K
|
+$7.95K
|
+942
|
New
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$2.2K
|
+$2.18K
|
+258
|
New
|
|
|
15
|
Atomi Financial Group
New York
|
–
|
-$239K
|
-28,146
|
Closed
|
|
|
16
|
Tucker Asset Management
Littleton,
Colorado
|
–
|
-$33.6K
|
-3,946
|
Closed
|
|
|
17
|
AssetMark Inc
Concord,
California
|
–
|
-$1.84K
|
-216
|
Closed
|
|
