|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$152M
|
-$25.9M
|
-1,384,321
|
-15%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$31.2M
|
-$2.75M
|
-146,934
|
-8%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$3.63M
|
-$2.12M
|
-113,112
|
-37%
|
|
|
4
|
|
$1.6M
|
+$1.6M
|
+85,497
|
New
|
|
|
5
|
Continuum Advisory
Eagle,
Idaho
|
$955K
|
-$56.4K
|
-3,011
|
-6%
|
|
|
6
|
TownSquare Capital
Provo,
Utah
|
$709K
|
+$710K
|
+37,921
|
New
|
|
|
7
|
Mutual Advisors
Omaha,
Nebraska
|
$600K
|
-$12.7K
|
-679
|
-2%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$427K
|
-$275K
|
-14,698
|
-39%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$378K
|
+$379K
|
+20,219
|
New
|
|
|
10
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$343K
|
-$548K
|
-29,269
|
-61%
|
|
|
11
|
Tower Research Capital (TRC)
New York
|
$33K
|
+$31.7K
|
+1,693
|
+3,762%
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$26.9K
|
-$49K
|
-2,618
|
-65%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$23.6K
|
-$92.3K
|
-4,926
|
-80%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.2K
|
+$15.2K
|
+812
|
New
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$19
|
+$19
|
+1
|
New
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$1.04M
|
-56,844
|
Closed
|
|
|
17
|
Prostatis Group
Hanover,
Maryland
|
–
|
-$652K
|
-35,683
|
Closed
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$203K
|
-11,085
|
Closed
|
|
|
19
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
–
|
-$42.6K
|
-2,332
|
Closed
|
|
|
20
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$19.4K
|
-1,062
|
Closed
|
|
|
21
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$9.17K
|
-502
|
Closed
|
|
