|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$65.1M
|
-$7.52M
|
-286,429
|
-10%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$12.1M
|
-$290K
|
-11,036
|
-2%
|
|
|
3
|
GeoWealth Management
Chicago,
Illinois
|
$1.66M
|
-$4.44M
|
-169,192
|
-73%
|
|
|
4
|
Signal Advisors Wealth
Detroit,
Michigan
|
$1.62M
|
+$1.24M
|
+47,294
|
+317%
|
|
|
5
|
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
|
$820K
|
-$128K
|
-4,892
|
-13%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$731K
|
+$513K
|
+19,543
|
+228%
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$675K
|
-$1.33M
|
-50,805
|
-66%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$548K
|
-$144K
|
-5,472
|
-21%
|
|
|
9
|
Triad Wealth Partners
Lawrence,
Kansas
|
$418K
|
-$198K
|
-7,530
|
-32%
|
|
|
10
|
Mutual Advisors
Omaha,
Nebraska
|
$327K
|
+$10.2K
|
+388
|
+3%
|
|
|
11
|
Continuum Advisory
Eagle,
Idaho
|
$257K
|
-$17.5K
|
-666
|
-6%
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$24.3K
|
+$52
|
+2
|
+0.2%
|
|
|
13
|
Geneos Wealth Management
Englewood,
Colorado
|
$20.3K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$9.96K
|
+$10.1K
|
+383
|
New
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.94K
|
–
|
–
|
–
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$5.21K
|
+$5.25K
|
+200
|
New
|
|
|
17
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$2.34K
|
+$2.36K
|
+90
|
New
|
|
|
18
|
|
$57
|
+$26
|
+1
|
+100%
|
|
|
19
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$3
|
-$26
|
-1
|
Closed
|
|
|
20
|
AssetMark Inc
Concord,
California
|
–
|
-$2.72K
|
-108
|
Closed
|
|
