|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$195M
|
+$77.6M
|
+4,007,097
|
+74%
|
|
|
2
|
Geneos Wealth Management
Englewood,
Colorado
|
$10.2M
|
-$104K
|
-5,368
|
-1%
|
|
|
3
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$8.09M
|
-$621K
|
-32,084
|
-8%
|
|
|
4
|
XY Planning Network
Bozeman,
Montana
|
$4.79M
|
-$51.8K
|
-2,676
|
-1%
|
|
|
5
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$1.67M
|
+$1.56M
|
+80,562
|
New
|
|
|
6
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.45M
|
-$38.3K
|
-1,977
|
-3%
|
|
|
7
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.08M
|
-$180K
|
-9,275
|
-15%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$716K
|
+$622K
|
+32,095
|
+1,344%
|
|
|
9
|
Highline Wealth Partners
Sherman Oaks,
California
|
$662K
|
+$618K
|
+31,891
|
New
|
|
|
10
|
Mosley Wealth Management
Anaheim,
California
|
$247K
|
-$480K
|
-24,781
|
-68%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$242K
|
–
|
–
|
–
|
|
|
12
|
|
$231K
|
+$216K
|
+11,141
|
New
|
|
|
13
|
SLT Holdings
Scottsdale,
Arizona
|
$227K
|
-$303K
|
-15,620
|
-59%
|
|
|
14
|
DecisionPoint Financial
Mesa,
Arizona
|
$119K
|
–
|
–
|
–
|
|
|
15
|
Creative Financial Designs
Kokomo,
Indiana
|
$18.8K
|
–
|
–
|
–
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$10.7K
|
–
|
–
|
–
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$2.47K
|
+$2.31K
|
+119
|
New
|
|
|
18
|
J.M. Arbour
Gardiner,
Maine
|
–
|
-$1.95M
|
-116,817
|
Closed
|
|
|
19
|
Walser Wealth Management
Tampa,
Florida
|
–
|
-$263K
|
-15,718
|
Closed
|
|
|
20
|
LPL Financial
San Diego,
California
|
–
|
-$193K
|
-11,515
|
Closed
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$193K
|
-11,512
|
Closed
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$46.8K
|
-2,799
|
Closed
|
|
|
23
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$11.6K
|
-695
|
Closed
|
|
|
24
|
|
–
|
-$6.64K
|
-397
|
Closed
|
|
