|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$39.2M
|
+$3.1M
|
+307,580
|
+8%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.43M
|
-$94.2K
|
-9,352
|
-4%
|
|
|
3
|
J.M. Arbour
Gardiner,
Maine
|
$1.61M
|
+$151K
|
+15,011
|
+10%
|
|
|
4
|
Anfield Capital Management
Irvine,
California
|
$1.41M
|
+$151K
|
+14,966
|
+11%
|
|
|
5
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$806K
|
+$136K
|
+13,535
|
+19%
|
|
|
6
|
TCFG Wealth Management
Laguna Niguel,
California
|
$391K
|
–
|
–
|
–
|
|
|
7
|
TCFG Investment Advisors
Laguna Niguel,
California
|
$391K
|
+$404K
|
+40,059
|
New
|
|
|
8
|
|
$281K
|
+$292K
|
+29,033
|
New
|
|
|
9
|
Advisornet Financial
Minnetonka,
Minnesota
|
$162K
|
–
|
–
|
–
|
|
|
10
|
Mosley Wealth Management
Anaheim,
California
|
$113K
|
+$20
|
+2
|
+0%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$97.7K
|
-$36.8K
|
-3,657
|
-27%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.2K
|
–
|
–
|
–
|
|
|
13
|
GeoWealth Management
Chicago,
Illinois
|
$8.36K
|
+$3.27K
|
+325
|
+61%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$6.51K
|
-$10
|
-1
|
-0.1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.56K
|
+$3.15K
|
+313
|
+199%
|
|
|
16
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.07K
|
–
|
–
|
–
|
|
|
17
|
|
$892
|
+$927
|
+92
|
New
|
|
|
18
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$494
|
+$514
|
+51
|
New
|
|
|
19
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$8
|
–
|
–
|
–
|
|
|
20
|
GTS Securities
Miami,
Florida
|
–
|
-$402K
|
-39,504
|
Closed
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$188K
|
-18,454
|
Closed
|
|
|
22
|
Triad Wealth Partners
Lawrence,
Kansas
|
–
|
-$106K
|
-10,437
|
Closed
|
|
