|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$79.3M
|
+$416K
|
+20,965
|
+0.5%
|
|
|
2
|
Anfield Capital Management
Irvine,
California
|
$16.2M
|
+$2.54M
|
+127,795
|
+15%
|
|
|
3
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.56M
|
+$1.48M
|
+74,634
|
+17%
|
|
|
4
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$7.47M
|
+$8.75M
|
+440,668
|
New
|
|
|
5
|
XY Planning Network
Bozeman,
Montana
|
$3.96M
|
-$61.4K
|
-3,092
|
-1%
|
|
|
6
|
J.M. Arbour
Gardiner,
Maine
|
$1.77M
|
+$2.08M
|
+104,649
|
New
|
|
|
7
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.09M
|
-$183K
|
-9,223
|
-13%
|
|
|
8
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.02M
|
+$166K
|
+8,339
|
+16%
|
|
|
9
|
Mosley Wealth Management
Anaheim,
California
|
$765K
|
+$729K
|
+36,699
|
New
|
|
|
10
|
SLT Holdings
Scottsdale,
Arizona
|
$460K
|
-$90.6K
|
-4,560
|
-14%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$247K
|
-$38.5K
|
-1,940
|
-12%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$198K
|
–
|
–
|
–
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$194K
|
–
|
–
|
–
|
|
|
14
|
Walser Wealth Management
Tampa,
Florida
|
$175K
|
+$205K
|
+10,309
|
New
|
|
|
15
|
DecisionPoint Financial
Mesa,
Arizona
|
$99K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$47.5K
|
+$10.4K
|
+525
|
+23%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$30.7K
|
-$28.5K
|
-1,437
|
-44%
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$15.4K
|
+$18K
|
+908
|
New
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$8.78K
|
–
|
–
|
–
|
|
|
20
|
GeoWealth Management
Chicago,
Illinois
|
$7.22K
|
-$2.09M
|
-105,262
|
-100%
|
|
|
21
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$7K
|
+$8.44K
|
+425
|
New
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$3.71K
|
–
|
–
|
–
|
|
|
23
|
|
–
|
-$266K
|
-12,924
|
Closed
|
|
|
24
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
-$210K
|
-10,321
|
Closed
|
|
|
25
|
|
–
|
-$61.7K
|
-2,996
|
Closed
|
|
