|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$248M
|
-$89.5M
|
-3,722,985
|
-24%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$34.4M
|
-$12.6M
|
-524,422
|
-26%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$849K
|
+$888K
|
+36,954
|
New
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$814K
|
-$556K
|
-23,135
|
-40%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$782K
|
+$87.3K
|
+3,629
|
+12%
|
|
|
6
|
Tevis Investment Management
Plano,
Texas
|
$709K
|
+$742K
|
+30,849
|
New
|
|
|
7
|
Selective Wealth Management
Forest,
Virginia
|
$657K
|
-$145K
|
-6,014
|
-17%
|
|
|
8
|
|
$356K
|
+$373K
|
+15,510
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$270K
|
+$65.2K
|
+2,712
|
+30%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$95K
|
+$99.8K
|
+4,150
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$41K
|
+$42.9K
|
+1,784
|
New
|
|
|
12
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$4K
|
+$4.11K
|
+171
|
New
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$10.4M
|
-384,256
|
Closed
|
|
|
14
|
Avaii Wealth Management
Appleton,
Wisconsin
|
–
|
-$725K
|
-26,712
|
Closed
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$159K
|
-5,872
|
Closed
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$37K
|
-1,373
|
Closed
|
|
|
17
|
|
–
|
-$26K
|
-945
|
Closed
|
|
|
18
|
AssetMark Inc
Concord,
California
|
–
|
-$10K
|
-354
|
Closed
|
|
