|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$262M
|
+$63.2M
|
+2,925,857
|
+31%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$40M
|
+$12.6M
|
+582,074
|
+45%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$6.01M
|
+$6.14M
|
+283,993
|
New
|
|
|
4
|
Selective Wealth Management
Forest,
Virginia
|
$1.91M
|
-$334K
|
-15,466
|
-15%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.08M
|
+$573K
|
+26,512
|
+107%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.06M
|
+$1.08M
|
+50,193
|
New
|
|
|
7
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$926K
|
+$946K
|
+43,759
|
New
|
|
|
8
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$879K
|
+$898K
|
+41,552
|
New
|
|
|
9
|
Tevis Investment Management
Plano,
Texas
|
$703K
|
+$649K
|
+30,025
|
+915%
|
|
|
10
|
|
$279K
|
+$285K
|
+13,181
|
New
|
|
|
11
|
|
$193K
|
+$197K
|
+9,127
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$47K
|
+$40.8K
|
+1,887
|
+579%
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$28K
|
+$28.7K
|
+1,328
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$27K
|
+$25.2K
|
+1,166
|
+1,166%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$6K
|
+$5.81K
|
+269
|
New
|
|
