|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$38M
|
-$846K
|
-76,953
|
-2%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.65M
|
+$8.34K
|
+759
|
+0.3%
|
|
|
3
|
J.M. Arbour
Gardiner,
Maine
|
$1.54M
|
+$1.66M
|
+151,353
|
New
|
|
|
4
|
Anfield Capital Management
Irvine,
California
|
$1.33M
|
-$120K
|
-10,903
|
-8%
|
|
|
5
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$709K
|
-$6.03K
|
-549
|
-0.8%
|
|
|
6
|
TCFG Wealth Management
Laguna Niguel,
California
|
$413K
|
–
|
–
|
–
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$402K
|
+$434K
|
+39,504
|
New
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$188K
|
-$45.8K
|
-4,172
|
-18%
|
|
|
9
|
Advisornet Financial
Minnetonka,
Minnesota
|
$170K
|
+$5.67K
|
+516
|
+3%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$140K
|
+$1.42K
|
+129
|
+0.9%
|
|
|
11
|
Mosley Wealth Management
Anaheim,
California
|
$114K
|
+$112K
|
+10,203
|
New
|
|
|
12
|
Triad Wealth Partners
Lawrence,
Kansas
|
$106K
|
+$115K
|
+10,437
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.8K
|
+$1.25K
|
+114
|
+11%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$6.84K
|
+$527
|
+48
|
+8%
|
|
|
15
|
GeoWealth Management
Chicago,
Illinois
|
$5.47K
|
-$1.68M
|
-152,771
|
-100%
|
|
|
16
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$5K
|
+$5.89K
|
+536
|
New
|
|
|
17
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.23K
|
+$3.48K
|
+317
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.6K
|
-$147K
|
-13,335
|
-99%
|
|
|
19
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$15
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$473K
|
-42,660
|
Closed
|
|
|
21
|
Signal Advisors Wealth
Detroit,
Michigan
|
–
|
-$163K
|
-14,696
|
Closed
|
|
