|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$31.8M
|
-$1.86M
|
-75,194
|
-5%
|
|
|
2
|
Signal Advisors Wealth
Detroit,
Michigan
|
$1.76M
|
+$903K
|
+36,525
|
+104%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$922K
|
+$478K
|
+19,344
|
+106%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$899K
|
+$489K
|
+19,783
|
+117%
|
|
|
5
|
GeoWealth Management
Chicago,
Illinois
|
$740K
|
-$22.8K
|
-923
|
-3%
|
|
|
6
|
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
|
$404K
|
-$11.5K
|
-463
|
-3%
|
|
|
7
|
Continuum Advisory
Eagle,
Idaho
|
$147K
|
+$148K
|
+5,990
|
New
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$37.1K
|
+$18.7K
|
+755
|
+100%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$29.1K
|
-$1.04K
|
-42
|
-3%
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$11.1K
|
–
|
–
|
–
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.99K
|
–
|
–
|
–
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$614
|
–
|
–
|
–
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
–
|
-$4.08M
|
-167,545
|
Closed
|
|
|
14
|
GTS Securities
Miami,
Florida
|
–
|
-$1.04M
|
-42,558
|
Closed
|
|
|
15
|
|
–
|
-$20.7K
|
-850
|
Closed
|
|
