|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$90M
|
+$12.3M
|
+704,384
|
+15%
|
|
|
2
|
Anfield Capital Management
Irvine,
California
|
$16M
|
+$58.6K
|
+3,370
|
+0.4%
|
|
|
3
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.59M
|
+$148K
|
+8,527
|
+2%
|
|
|
4
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$7.06M
|
-$323K
|
-18,561
|
-4%
|
|
|
5
|
XY Planning Network
Bozeman,
Montana
|
$3.98M
|
–
|
–
|
–
|
|
|
6
|
J.M. Arbour
Gardiner,
Maine
|
$1.95M
|
+$212K
|
+12,168
|
+12%
|
|
|
7
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.2M
|
+$131K
|
+7,514
|
+12%
|
|
|
8
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.02M
|
+$13.9K
|
+798
|
+1%
|
|
|
9
|
Mosley Wealth Management
Anaheim,
California
|
$755K
|
+$104
|
+6
|
+0%
|
|
|
10
|
SLT Holdings
Scottsdale,
Arizona
|
$444K
|
-$9.8K
|
-563
|
-2%
|
|
|
11
|
Walser Wealth Management
Tampa,
Florida
|
$263K
|
+$94.1K
|
+5,409
|
+52%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$195K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$193K
|
+$200K
|
+11,515
|
New
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$193K
|
+$1.57K
|
+90
|
+0.8%
|
|
|
15
|
DecisionPoint Financial
Mesa,
Arizona
|
$97.7K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$46.8K
|
–
|
–
|
–
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$40K
|
+$10K
|
+575
|
+32%
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$15.2K
|
–
|
–
|
–
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
$11.6K
|
+$4.68K
|
+269
|
+63%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$8.67K
|
–
|
–
|
–
|
|
|
21
|
|
$6.64K
|
+$6.91K
|
+397
|
New
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$247K
|
-14,590
|
Closed
|
|
