|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$88.5M
|
-$11.6M
|
-489,128
|
-12%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$34.8M
|
-$12.8M
|
-542,315
|
-27%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$5.54M
|
+$5.41M
|
+229,102
|
New
|
|
|
4
|
Signal Advisors Wealth
Detroit,
Michigan
|
$1.22M
|
-$897
|
-38
|
-0.1%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$1.05M
|
+$273K
|
+11,553
|
+36%
|
|
|
6
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$766K
|
+$3.99K
|
+169
|
+0.5%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$725K
|
-$40.1K
|
-1,700
|
-5%
|
|
|
8
|
CGN Advisors
Manhattan,
Kansas
|
$610K
|
+$595K
|
+25,212
|
New
|
|
|
9
|
Mutual Advisors
Omaha,
Nebraska
|
$455K
|
+$10.1K
|
+428
|
+2%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$335K
|
-$257K
|
-10,861
|
-44%
|
|
|
11
|
Continuum Advisory
Eagle,
Idaho
|
$290K
|
-$133K
|
-5,641
|
-32%
|
|
|
12
|
Advisornet Financial
Minnetonka,
Minnesota
|
$47.6K
|
+$33.6K
|
+1,422
|
+260%
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$22.3K
|
+$21.8K
|
+923
|
New
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$18.9K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$10.6K
|
-$17.5K
|
-741
|
-63%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.46K
|
+$6.31K
|
+267
|
New
|
|
|
17
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
$32
|
–
|
–
|
–
|
|
|
18
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$3
|
+$24
|
+1
|
New
|
|
|
19
|
TownSquare Capital
Provo,
Utah
|
–
|
-$269K
|
-10,831
|
Closed
|
|
|
20
|
Triad Wealth Partners
Lawrence,
Kansas
|
–
|
-$226K
|
-9,114
|
Closed
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$226K
|
-9,095
|
Closed
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$25
|
-1
|
Closed
|
|
