|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$262M
|
+$2.55M
|
+97,809
|
+0.9%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$37.1M
|
+$163K
|
+6,242
|
+0.4%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$12.5M
|
+$1.61M
|
+61,616
|
+14%
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.94M
|
-$64.7K
|
-2,484
|
-2%
|
|
|
5
|
|
$1.43M
|
+$1.46M
|
+56,002
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.31M
|
+$244K
|
+9,350
|
+22%
|
|
|
7
|
Tevis Investment Management
Plano,
Texas
|
$973K
|
+$993K
|
+38,128
|
New
|
|
|
8
|
Selective Wealth Management
Forest,
Virginia
|
$408K
|
-$98.2K
|
-3,771
|
-19%
|
|
|
9
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$287K
|
+$23.5K
|
+903
|
+9%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$263K
|
+$269K
|
+10,318
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$55K
|
+$37.1K
|
+1,424
|
+193%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$828K
|
-28,362
|
Closed
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$287K
|
-9,819
|
Closed
|
|
|
14
|
|
–
|
-$1K
|
-28
|
Closed
|
|
