|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$700M
|
+$54.4M
|
+1,959,140
|
+8%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$108M
|
+$4.86M
|
+174,806
|
+5%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$12.6M
|
+$454K
|
+16,351
|
+4%
|
|
|
4
|
Selective Wealth Management
Forest,
Virginia
|
$5.97M
|
+$3M
|
+108,184
|
+103%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.26M
|
+$1.25M
|
+44,921
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$696K
|
-$971K
|
-34,969
|
-58%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$676K
|
+$671K
|
+24,148
|
New
|
|
|
8
|
Wolverine Trading
Chicago,
Illinois
|
$627K
|
+$156K
|
+5,609
|
+33%
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$294K
|
-$5.45M
|
-196,226
|
-95%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$35K
|
+$35K
|
+1,260
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$10K
|
-$5.55K
|
-200
|
-36%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$6K
|
-$45.5K
|
-1,639
|
-88%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.23M
|
-46,230
|
Closed
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
–
|
-$250K
|
-9,362
|
Closed
|
|
|
15
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$201K
|
-7,528
|
Closed
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.17K
|
-42
|
-84%
|
|
