|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$174M
|
+$133M
|
+7,072,634
|
+289%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$33.2M
|
+$26.7M
|
+1,422,432
|
+360%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$5.62M
|
+$3.89M
|
+207,224
|
+207%
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.04M
|
+$615K
|
+32,768
|
+136%
|
|
|
5
|
Continuum Advisory
Eagle,
Idaho
|
$988K
|
+$1.01M
|
+54,064
|
New
|
|
|
6
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$870K
|
+$893K
|
+47,626
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$685K
|
-$265K
|
-14,156
|
-27%
|
|
|
8
|
Prostatis Group
Hanover,
Maryland
|
$652K
|
+$669K
|
+35,683
|
New
|
|
|
9
|
Mutual Advisors
Omaha,
Nebraska
|
$598K
|
+$614K
|
+32,756
|
New
|
|
|
10
|
Selective Wealth Management
Forest,
Virginia
|
$278K
|
-$44.2K
|
-2,358
|
-14%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$203K
|
-$35.4K
|
-1,887
|
-15%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$113K
|
+$46.2K
|
+2,461
|
+66%
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$74.1K
|
+$76K
|
+4,055
|
New
|
|
|
14
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$42.6K
|
+$43.7K
|
+2,332
|
New
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$19.4K
|
+$19.9K
|
+1,062
|
New
|
|
|
16
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$9.17K
|
+$9.41K
|
+502
|
New
|
|
|
17
|
Tower Research Capital (TRC)
New York
|
$1K
|
+$844
|
+45
|
New
|
|
|
18
|
|
–
|
-$953K
|
-51,157
|
Closed
|
|
|
19
|
|
–
|
-$269K
|
-14,462
|
Closed
|
|
|
20
|
Tevis Investment Management
Plano,
Texas
|
–
|
-$207K
|
-11,098
|
Closed
|
|
