|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$52.5M
|
+$529K
|
+21,648
|
+1%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$6.49M
|
-$556K
|
-22,753
|
-8%
|
|
|
3
|
Selective Wealth Management
Forest,
Virginia
|
$1.27M
|
-$108K
|
-4,421
|
-8%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$881K
|
+$563K
|
+23,064
|
+164%
|
|
|
5
|
Tevis Investment Management
Plano,
Texas
|
$120K
|
+$122K
|
+4,996
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$61K
|
+$63K
|
+2,578
|
+51,560%
|
|
|
7
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$8K
|
+$8.33K
|
+341
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7K
|
+$7.65K
|
+313
|
New
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$1.18M
|
-43,604
|
Closed
|
|
|
10
|
|
–
|
-$1.12M
|
-41,278
|
Closed
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
–
|
-$356K
|
-13,164
|
Closed
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$112K
|
-4,120
|
Closed
|
|
|
13
|
|
–
|
-$25K
|
-927
|
Closed
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$17K
|
-623
|
Closed
|
|
|
15
|
AssetMark Inc
Concord,
California
|
–
|
-$2K
|
-71
|
Closed
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$1K
|
-38
|
Closed
|
|
