|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$80.5M
|
-$11.4M
|
-461,939
|
-13%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$16.2M
|
-$19.7M
|
-795,170
|
-55%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$6.32M
|
+$539K
|
+21,822
|
+10%
|
|
|
4
|
Signal Advisors Wealth
Detroit,
Michigan
|
$1.26M
|
-$9.39K
|
-380
|
-0.8%
|
|
|
5
|
Triad Wealth Partners
Lawrence,
Kansas
|
$950K
|
+$932K
|
+37,708
|
New
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$698K
|
-$56.8K
|
-2,297
|
-8%
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$599K
|
-$490K
|
-19,831
|
-45%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$490K
|
+$480K
|
+19,431
|
New
|
|
|
9
|
Mutual Advisors
Omaha,
Nebraska
|
$296K
|
-$166K
|
-6,717
|
-36%
|
|
|
10
|
Continuum Advisory
Eagle,
Idaho
|
$277K
|
-$24.8K
|
-1,005
|
-8%
|
|
|
11
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$239K
|
+$237K
|
+9,587
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$223K
|
-$123K
|
-4,983
|
-36%
|
|
|
13
|
Advisornet Financial
Minnetonka,
Minnesota
|
$50K
|
+$346
|
+14
|
+0.7%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$23.4K
|
+$148
|
+6
|
+0.7%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$19.7K
|
–
|
–
|
–
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.73K
|
–
|
–
|
–
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$5.05K
|
+$4.94K
|
+200
|
New
|
|
|
18
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$3
|
-$25
|
-1
|
Closed
|
|
|
19
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
–
|
-$766K
|
-31,656
|
Closed
|
|
|
20
|
CGN Advisors
Manhattan,
Kansas
|
–
|
-$610K
|
-25,212
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$10.6K
|
-440
|
Closed
|
|
