|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$136M
|
-$13.7M
|
-633,011
|
-9%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$20.8M
|
-$2.62M
|
-120,846
|
-11%
|
|
|
3
|
Selective Wealth Management
Forest,
Virginia
|
$2.52M
|
-$1.11M
|
-51,020
|
-30%
|
|
|
4
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$1.59M
|
+$42.6K
|
+1,963
|
+3%
|
|
|
5
|
|
$868K
|
+$886K
|
+40,832
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$636K
|
-$247K
|
-11,382
|
-28%
|
|
|
7
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$463K
|
-$79.6K
|
-3,669
|
-14%
|
|
|
8
|
|
$367K
|
+$375K
|
+17,272
|
New
|
|
|
9
|
Mutual Advisors
Omaha,
Nebraska
|
$361K
|
-$43.2K
|
-1,991
|
-11%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$225K
|
-$112K
|
-5,143
|
-33%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$217K
|
-$165K
|
-7,613
|
-43%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$162K
|
+$156K
|
+7,168
|
+1,545%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$67.5K
|
+$68.9K
|
+3,176
|
New
|
|
|
14
|
|
–
|
-$966K
|
-44,757
|
Closed
|
|
|
15
|
Tower Research Capital (TRC)
New York
|
–
|
+$195
|
+9
|
New
|
|
