|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$651M
|
+$17.3M
|
+664,210
|
+3%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$108M
|
+$8.75M
|
+336,320
|
+9%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$12.7M
|
+$1.13M
|
+43,363
|
+10%
|
|
|
4
|
Selective Wealth Management
Forest,
Virginia
|
$4.94M
|
-$546K
|
-20,977
|
-10%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.97M
|
+$825K
|
+31,705
|
+71%
|
|
|
6
|
Tevis Investment Management
Plano,
Texas
|
$1.44M
|
+$1.46M
|
+56,054
|
New
|
|
|
7
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$373K
|
+$378K
|
+14,519
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$46K
|
+$46.7K
|
+1,797
|
+22,463%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$9K
|
–
|
–
|
–
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$696K
|
-24,871
|
Closed
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$676K
|
-24,148
|
Closed
|
|
|
12
|
Wolverine Trading
Chicago,
Illinois
|
–
|
-$627K
|
-22,395
|
Closed
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$294K
|
-10,504
|
Closed
|
|
|
14
|
AssetMark Inc
Concord,
California
|
–
|
-$35K
|
-1,260
|
Closed
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$6K
|
-222
|
Closed
|
|
