|
1
|
First International Bank & Trust
Watford City,
North Dakota
|
$30.5M
|
-$120K
|
-13,903
|
-0.4%
|
|
|
2
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$17.8M
|
+$2.37M
|
+275,239
|
+15%
|
|
|
3
|
Anfield Capital Management
Irvine,
California
|
$1.78M
|
-$8.13M
|
-943,172
|
-82%
|
|
|
4
|
Provence Wealth Management Group
Irvine,
California
|
$741K
|
+$759K
|
+88,045
|
New
|
|
|
5
|
Avior Wealth Management
Omaha,
Nebraska
|
$471K
|
-$13.7K
|
-1,587
|
-3%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$281K
|
-$9.95K
|
-1,154
|
-3%
|
|
|
7
|
First Interstate Bank
Billings,
Montana
|
$139K
|
+$142K
|
+16,524
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$133K
|
+$136K
|
+15,746
|
New
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$59.3K
|
+$4.85K
|
+562
|
+9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$39.4K
|
+$10.5K
|
+1,214
|
+35%
|
|
|
11
|
Richard W. Paul & Associates
Novi,
Michigan
|
$38K
|
+$38.9K
|
+4,508
|
New
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$3.09K
|
+$3.17K
|
+367
|
New
|
|
|
13
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$1.76K
|
+$1.8K
|
+209
|
New
|
|
|
14
|
Kelly Financial Services
Braintree,
Massachusetts
|
$882
|
+$26
|
+3
|
+3%
|
|
|
15
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
–
|
-$484K
|
-58,614
|
Closed
|
|
|
16
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$185K
|
-21,808
|
Closed
|
|
|
17
|
|
–
|
-$102K
|
-12,318
|
Closed
|
|
|
18
|
Selective Wealth Management
Forest,
Virginia
|
–
|
-$27K
|
-3,326
|
Closed
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
–
|
-$9
|
-1
|
Closed
|
|
