|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$405M
|
+$252M
|
+9,562,694
|
+165%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$54.9M
|
+$30.7M
|
+1,164,968
|
+136%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$10.4M
|
+$4.89M
|
+185,642
|
+93%
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.59M
|
+$373K
|
+14,138
|
+32%
|
|
|
5
|
Selective Wealth Management
Forest,
Virginia
|
$940K
|
+$482K
|
+18,286
|
+112%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$826K
|
+$802K
|
+30,429
|
New
|
|
|
7
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$725K
|
+$704K
|
+26,712
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$245K
|
+$238K
|
+9,026
|
New
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$159K
|
+$155K
|
+5,872
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$37K
|
+$36.2K
|
+1,373
|
New
|
|
|
11
|
|
$26K
|
-$128K
|
-4,866
|
-84%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$10K
|
+$9.33K
|
+354
|
New
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$354K
|
-14,461
|
Closed
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$46K
|
-1,878
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$5K
|
-210
|
Closed
|
|
