|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$488M
|
+$63.2M
|
+2,774,448
|
+14%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$92.8M
|
+$15.5M
|
+682,516
|
+19%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$10.4M
|
+$1.84M
|
+80,727
|
+21%
|
|
|
4
|
Continuum Advisory
Eagle,
Idaho
|
$3.15M
|
+$3.24M
|
+142,373
|
New
|
|
|
5
|
Mutual Advisors
Omaha,
Nebraska
|
$1.99M
|
+$246K
|
+10,820
|
+14%
|
|
|
6
|
Selective Wealth Management
Forest,
Virginia
|
$1.49M
|
-$623K
|
-27,390
|
-29%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.12M
|
-$240K
|
-10,523
|
-17%
|
|
|
8
|
|
$708K
|
+$729K
|
+32,030
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$484K
|
+$499K
|
+21,931
|
New
|
|
|
10
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$384K
|
+$68.5K
|
+3,009
|
+21%
|
|
|
11
|
Advisory Services Network
Atlanta,
Georgia
|
$297K
|
+$306K
|
+13,449
|
New
|
|
|
12
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$237K
|
+$244K
|
+10,740
|
New
|
|
|
13
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$213K
|
+$220K
|
+9,659
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$191K
|
+$129K
|
+5,688
|
+192%
|
|
|
15
|
Coppell Advisory Solutions
Coppell,
Texas
|
$88
|
+$91
|
+4
|
New
|
|
|
16
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$88
|
+$91
|
+4
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.79M
|
-78,750
|
Closed
|
|
|
18
|
Tevis Investment Management
Plano,
Texas
|
–
|
-$1.72M
|
-75,612
|
Closed
|
|
|
19
|
R.M. Davis Inc
Portland,
Maine
|
–
|
-$228K
|
-10,017
|
Closed
|
|
|
20
|
|
–
|
-$185K
|
-8,145
|
Closed
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
–
|
+$387
|
+17
|
New
|
|
