|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$235M
|
-$21.5M
|
-1,018,746
|
-8%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$40.3M
|
+$1.14M
|
+53,937
|
+3%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$4.36M
|
-$1.55M
|
-73,638
|
-26%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.71M
|
+$681K
|
+32,326
|
+64%
|
|
|
5
|
Selective Wealth Management
Forest,
Virginia
|
$1.38M
|
-$504K
|
-23,918
|
-26%
|
|
|
6
|
Mutual Advisors
Omaha,
Nebraska
|
$1.22M
|
+$1.24M
|
+58,707
|
New
|
|
|
7
|
|
$1.21M
|
+$1.23M
|
+58,493
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$906K
|
-$158K
|
-7,506
|
-15%
|
|
|
9
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$731K
|
-$132K
|
-6,247
|
-15%
|
|
|
10
|
Tevis Investment Management
Plano,
Texas
|
$720K
|
+$30.6K
|
+1,451
|
+4%
|
|
|
11
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$460K
|
-$454K
|
-21,552
|
-49%
|
|
|
12
|
|
$455K
|
+$271K
|
+12,844
|
+141%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$57K
|
+$31.5K
|
+1,493
|
+118%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$28K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$6K
|
–
|
–
|
–
|
|
|
16
|
|
–
|
-$279K
|
-13,181
|
Closed
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
–
|
-$47K
|
-2,213
|
Closed
|
|
