|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$45.5M
|
-$42.3M
|
-2,228,242
|
-48%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$7.35M
|
-$5.27M
|
-277,387
|
-41%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$1.87M
|
+$280K
|
+14,763
|
+17%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$963K
|
+$981K
|
+51,669
|
New
|
|
|
5
|
|
$953K
|
+$46.5K
|
+2,448
|
+5%
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$449K
|
+$457K
|
+24,076
|
New
|
|
|
7
|
Selective Wealth Management
Forest,
Virginia
|
$324K
|
-$134K
|
-7,069
|
-29%
|
|
|
8
|
|
$269K
|
+$275K
|
+14,462
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$242K
|
-$87K
|
-4,581
|
-26%
|
|
|
10
|
Tevis Investment Management
Plano,
Texas
|
$207K
|
-$17.8K
|
-939
|
-8%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$69K
|
+$57.6K
|
+3,035
|
+439%
|
|
|
12
|
|
–
|
-$323K
|
-17,000
|
Closed
|
|
|
13
|
Avaii Wealth Management
Appleton,
Wisconsin
|
–
|
-$249K
|
-13,111
|
Closed
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$85K
|
-4,502
|
Closed
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
–
|
-$31K
|
-1,627
|
Closed
|
|
