|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$158M
|
-$80.5M
|
-3,483,469
|
-33%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$26.9M
|
-$5.37M
|
-232,143
|
-16%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$9.69M
|
-$1.14M
|
-49,304
|
-10%
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.57M
|
+$30.8K
|
+1,331
|
+1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.22M
|
+$90K
|
+3,892
|
+8%
|
|
|
6
|
Tevis Investment Management
Plano,
Texas
|
$1.03M
|
+$200K
|
+8,669
|
+23%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$574K
|
+$602K
|
+26,058
|
New
|
|
|
8
|
|
$548K
|
+$575K
|
+24,862
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$444K
|
+$466K
|
+20,146
|
New
|
|
|
10
|
Selective Wealth Management
Forest,
Virginia
|
$351K
|
-$786
|
-34
|
-0.2%
|
|
|
11
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$248K
|
-$277
|
-12
|
-0.1%
|
|
|
12
|
|
$50K
|
+$52.8K
|
+2,286
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$12K
|
-$37.2K
|
-1,610
|
-74%
|
|
|
14
|
|
–
|
-$1.43M
|
-56,002
|
Closed
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
–
|
-$263K
|
-10,318
|
Closed
|
|
