|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$147M
|
-$8.56M
|
-385,777
|
-5%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$28.2M
|
+$1.56M
|
+70,271
|
+6%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$9.71M
|
+$105K
|
+4,728
|
+1%
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.84M
|
+$291K
|
+13,116
|
+11%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.05M
|
+$1.64M
|
+73,857
|
+367%
|
|
|
6
|
Tevis Investment Management
Plano,
Texas
|
$1.09M
|
+$66.8K
|
+3,009
|
+6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.04M
|
-$172K
|
-7,748
|
-14%
|
|
|
8
|
|
$997K
|
+$962K
|
+43,360
|
+1,897%
|
|
|
9
|
Mutual Advisors
Omaha,
Nebraska
|
$427K
|
+$434K
|
+19,552
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$405K
|
-$167K
|
-7,537
|
-29%
|
|
|
11
|
R.M. Davis Inc
Portland,
Maine
|
$280K
|
+$285K
|
+12,832
|
New
|
|
|
12
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$258K
|
+$12.7K
|
+571
|
+5%
|
|
|
13
|
Selective Wealth Management
Forest,
Virginia
|
$114K
|
-$238K
|
-10,722
|
-67%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$61K
|
+$49.7K
|
+2,240
|
+406%
|
|
|
15
|
|
–
|
-$548K
|
-24,862
|
Closed
|
|
