|
1
|
First International Bank & Trust
Watford City,
North Dakota
|
$32.6M
|
+$1.18M
|
+141,766
|
+4%
|
|
|
2
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$27.4M
|
+$5.31M
|
+637,678
|
+25%
|
|
|
3
|
Anfield Capital Management
Irvine,
California
|
$1.55M
|
-$134K
|
-16,072
|
-8%
|
|
|
4
|
Atomi Financial Group
New York
|
$1.3M
|
+$1.28M
|
+153,519
|
New
|
|
|
5
|
Provence Wealth Management Group
Irvine,
California
|
$585K
|
-$40.6K
|
-4,875
|
-7%
|
|
|
6
|
Avior Wealth Management
Omaha,
Nebraska
|
$253K
|
-$182K
|
-21,824
|
-42%
|
|
|
7
|
TownSquare Capital
Provo,
Utah
|
$212K
|
-$8.04K
|
-965
|
-4%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$209K
|
+$205K
|
+24,600
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$164K
|
+$161K
|
+19,339
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$153K
|
–
|
–
|
–
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$59.9K
|
–
|
–
|
–
|
|
|
12
|
Richard W. Paul & Associates
Novi,
Michigan
|
$38.3K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$11.3K
|
-$3.09K
|
-371
|
-22%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$2.18K
|
+$2.13K
|
+256
|
New
|
|
|
15
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.21K
|
+$1.18K
|
+142
|
New
|
|
|
16
|
Kelly Financial Services
Braintree,
Massachusetts
|
$900
|
+$8
|
+1
|
+1%
|
|
|
17
|
Impact Partnership Wealth
Marietta,
Georgia
|
$740
|
+$725
|
+87
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$8
|
+$8
|
+1
|
New
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$132K
|
-15,746
|
Closed
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$2.63K
|
-314
|
Closed
|
|
