|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$70.6M
|
-$10.2M
|
-403,661
|
-13%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$12M
|
+$5.67M
|
+224,961
|
+90%
|
|
|
3
|
GeoWealth Management
Chicago,
Illinois
|
$5.89M
|
-$10.4M
|
-410,605
|
-64%
|
|
|
4
|
GTS Securities
Miami,
Florida
|
$1.94M
|
+$1.34M
|
+53,005
|
+223%
|
|
|
5
|
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
|
$920K
|
+$918K
|
+36,415
|
New
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$671K
|
-$29K
|
-1,148
|
-4%
|
|
|
7
|
Triad Wealth Partners
Lawrence,
Kansas
|
$596K
|
-$356K
|
-14,116
|
-37%
|
|
|
8
|
Signal Advisors Wealth
Detroit,
Michigan
|
$377K
|
-$888K
|
-35,210
|
-70%
|
|
|
9
|
Mutual Advisors
Omaha,
Nebraska
|
$308K
|
+$12.2K
|
+484
|
+4%
|
|
|
10
|
Continuum Advisory
Eagle,
Idaho
|
$267K
|
-$10.6K
|
-421
|
-4%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$217K
|
-$6.99K
|
-277
|
-3%
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$23.6K
|
+$126
|
+5
|
+0.5%
|
|
|
13
|
Geneos Wealth Management
Englewood,
Colorado
|
$19.8K
|
–
|
–
|
–
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.75K
|
–
|
–
|
–
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$2.72K
|
+$2.72K
|
+108
|
New
|
|
|
16
|
|
$45
|
+$25
|
+1
|
New
|
|
|
17
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$3
|
+$25
|
+1
|
New
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
–
|
-$490K
|
-19,431
|
Closed
|
|
|
19
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
–
|
-$239K
|
-9,587
|
Closed
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
–
|
-$50K
|
-1,983
|
Closed
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$5.05K
|
-200
|
Closed
|
|
