|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$439M
|
-$66.2M
|
-2,861,366
|
-13%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$80.1M
|
-$1.02M
|
-44,012
|
-1%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$8.89M
|
+$186K
|
+8,039
|
+2%
|
|
|
4
|
Selective Wealth Management
Forest,
Virginia
|
$2.15M
|
-$1.54M
|
-66,610
|
-41%
|
|
|
5
|
Mutual Advisors
Omaha,
Nebraska
|
$1.8M
|
+$1.83M
|
+79,132
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.79M
|
+$182K
|
+7,871
|
+11%
|
|
|
7
|
Tevis Investment Management
Plano,
Texas
|
$1.72M
|
+$126K
|
+5,448
|
+8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.39M
|
-$534K
|
-23,089
|
-27%
|
|
|
9
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$327K
|
+$532
|
+23
|
+0.2%
|
|
|
10
|
R.M. Davis Inc
Portland,
Maine
|
$228K
|
+$232K
|
+10,017
|
New
|
|
|
11
|
|
$185K
|
+$160K
|
+6,907
|
+558%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$67K
|
+$2.73K
|
+118
|
+4%
|
|
|
13
|
|
–
|
-$1.64M
|
-71,262
|
Closed
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
–
|
-$198K
|
-8,600
|
Closed
|
|
