|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$59.9M
|
-$157M
|
-5,937,152
|
-72%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$8.01M
|
-$21.4M
|
-808,561
|
-73%
|
|
|
3
|
Selective Wealth Management
Forest,
Virginia
|
$1.57M
|
+$526K
|
+19,912
|
+52%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$1.18M
|
-$5.59M
|
-211,611
|
-83%
|
|
|
5
|
|
$1.12M
|
+$1.09M
|
+41,278
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$380K
|
+$371K
|
+14,053
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$356K
|
+$348K
|
+13,164
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$112K
|
+$109K
|
+4,120
|
New
|
|
|
9
|
|
$25K
|
-$308K
|
-11,665
|
-93%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17K
|
+$16.5K
|
+623
|
New
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$2K
|
+$1.88K
|
+71
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$1.78M
|
-72,201
|
Closed
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$721K
|
-29,272
|
Closed
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$3K
|
-104
|
Closed
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
–
|
-$185
|
-7
|
-58%
|
|
