|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$94.1M
|
-$2.83M
|
-163,810
|
-3%
|
|
|
2
|
Anfield Capital Management
Irvine,
California
|
$15.4M
|
-$306K
|
-17,700
|
-2%
|
|
|
3
|
First International Bank & Trust
Watford City,
North Dakota
|
$14.1M
|
-$4.38M
|
-253,563
|
-25%
|
|
|
4
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.23M
|
-$177K
|
-10,267
|
-3%
|
|
|
5
|
XY Planning Network
Bozeman,
Montana
|
$4.49M
|
+$4.09M
|
+236,807
|
New
|
|
|
6
|
SLT Holdings
Scottsdale,
Arizona
|
$2.56M
|
-$157K
|
-9,062
|
-6%
|
|
|
7
|
GeoWealth Management
Chicago,
Illinois
|
$2.18M
|
-$94.6K
|
-5,478
|
-5%
|
|
|
8
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.68M
|
-$46.7K
|
-2,706
|
-3%
|
|
|
9
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.29M
|
+$5.39K
|
+312
|
+0.5%
|
|
|
10
|
|
$541K
|
+$266K
|
+15,422
|
+118%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$348K
|
-$12.5K
|
-725
|
-4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$337K
|
+$161K
|
+9,291
|
+109%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$221K
|
–
|
–
|
–
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$216K
|
–
|
–
|
–
|
|
|
15
|
Avior Wealth Management
Omaha,
Nebraska
|
$198K
|
-$126K
|
-7,311
|
-41%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$140K
|
+$26.9K
|
+1,558
|
+27%
|
|
|
17
|
DecisionPoint Financial
Mesa,
Arizona
|
$111K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.1K
|
-$39.3K
|
-2,274
|
-50%
|
|
|
19
|
|
$11.7K
|
+$10.7K
|
+619
|
New
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$9.82K
|
+$8.95K
|
+518
|
New
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$4.15K
|
+$3.78K
|
+219
|
New
|
|
|
22
|
TownSquare Capital
Provo,
Utah
|
–
|
-$303K
|
-18,349
|
Closed
|
|
|
23
|
Tucker Asset Management
Littleton,
Colorado
|
–
|
-$64.3K
|
-3,902
|
Closed
|
|
