|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$95.8M
|
-$6.05M
|
-307,555
|
-6%
|
|
|
2
|
Anfield Capital Management
Irvine,
California
|
$17M
|
+$238K
|
+12,110
|
+1%
|
|
|
3
|
First International Bank & Trust
Watford City,
North Dakota
|
$14.7M
|
-$598K
|
-30,390
|
-4%
|
|
|
4
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.86M
|
+$960K
|
+48,755
|
+13%
|
|
|
5
|
XY Planning Network
Bozeman,
Montana
|
$4.49M
|
–
|
–
|
–
|
|
|
6
|
GeoWealth Management
Chicago,
Illinois
|
$2.18M
|
-$182K
|
-9,267
|
-8%
|
|
|
7
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.51M
|
-$296K
|
-15,035
|
-17%
|
|
|
8
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.07M
|
-$316K
|
-16,034
|
-24%
|
|
|
9
|
SLT Holdings
Scottsdale,
Arizona
|
$652K
|
-$2.03M
|
-103,195
|
-77%
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$340K
|
-$36.4K
|
-1,849
|
-10%
|
|
|
11
|
|
$266K
|
-$307K
|
-15,605
|
-55%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$240K
|
–
|
–
|
–
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$235K
|
–
|
–
|
–
|
|
|
14
|
Avior Wealth Management
Omaha,
Nebraska
|
$210K
|
-$3.98K
|
-202
|
-2%
|
|
|
15
|
DecisionPoint Financial
Mesa,
Arizona
|
$120K
|
–
|
–
|
–
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$66.9K
|
-$81.9K
|
-4,160
|
-56%
|
|
|
17
|
|
$61.7K
|
+$59K
|
+2,996
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$46.8K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$23.9K
|
-$327K
|
-16,622
|
-93%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$10.7K
|
–
|
–
|
–
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$4.51K
|
–
|
–
|
–
|
|
|
22
|
|
–
|
-$11.7K
|
-619
|
Closed
|
|
