|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$88.8M
|
-$140M
|
-6,974,837
|
-60%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$12.8M
|
-$16.5M
|
-825,356
|
-55%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$1.62M
|
+$1.71M
|
+85,423
|
New
|
|
|
4
|
|
$924K
|
+$664K
|
+33,199
|
+214%
|
|
|
5
|
Selective Wealth Management
Forest,
Virginia
|
$465K
|
-$82.1K
|
-4,104
|
-14%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$333K
|
-$330K
|
-16,505
|
-48%
|
|
|
7
|
|
$323K
|
+$340K
|
+17,000
|
New
|
|
|
8
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$249K
|
+$262K
|
+13,111
|
New
|
|
|
9
|
Tevis Investment Management
Plano,
Texas
|
$227K
|
-$376K
|
-18,812
|
-61%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$85K
|
+$90.1K
|
+4,502
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$31K
|
-$50.5K
|
-2,523
|
-61%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$13K
|
-$21.9K
|
-1,092
|
-61%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$849K
|
-36,954
|
Closed
|
|
|
14
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$814K
|
-35,416
|
Closed
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
–
|
-$270K
|
-11,738
|
Closed
|
|
|
16
|
Hexagon Capital Partners
Rogers,
Arkansas
|
–
|
-$4K
|
-171
|
Closed
|
|
