|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$30.9M
|
+$3.62M
|
+417,244
|
+13%
|
|
|
2
|
First International Bank & Trust
Watford City,
North Dakota
|
$28.8M
|
-$3.84M
|
-442,671
|
-12%
|
|
|
3
|
Anfield Capital Management
Irvine,
California
|
$1.49M
|
-$53.9K
|
-6,220
|
-3%
|
|
|
4
|
Atomi Financial Group
New York
|
$1.3M
|
–
|
–
|
–
|
|
|
5
|
Provence Wealth Management Group
Irvine,
California
|
$520K
|
-$65K
|
-7,500
|
-11%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$349K
|
+$356K
|
+41,075
|
New
|
|
|
7
|
TownSquare Capital
Provo,
Utah
|
$316K
|
+$106K
|
+12,242
|
+49%
|
|
|
8
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$315K
|
+$322K
|
+37,154
|
New
|
|
|
9
|
|
$269K
|
+$274K
|
+31,655
|
New
|
|
|
10
|
Avior Wealth Management
Omaha,
Nebraska
|
$240K
|
-$12.6K
|
-1,458
|
-5%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$181K
|
+$185K
|
+21,353
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$149K
|
-$3.53K
|
-407
|
-2%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$93.5K
|
-$72.1K
|
-8,323
|
-43%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$59.9K
|
+$49.7K
|
+5,738
|
+433%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$55.1K
|
-$4.87K
|
-562
|
-8%
|
|
|
16
|
Richard W. Paul & Associates
Novi,
Michigan
|
$38.3K
|
–
|
–
|
–
|
|
|
17
|
Kelly Financial Services
Braintree,
Massachusetts
|
$905
|
+$9
|
+1
|
+0.9%
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$110
|
-$1.12K
|
-129
|
-91%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$7
|
–
|
–
|
–
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$209K
|
-24,600
|
Closed
|
|
|
21
|
AssetMark Inc
Concord,
California
|
–
|
-$2.18K
|
-256
|
Closed
|
|
|
22
|
Impact Partnership Wealth
Marietta,
Georgia
|
–
|
-$740
|
-87
|
Closed
|
|
