|
1
|
Elevated Capital Advisors
Sandy,
Utah
|
$6.86M
|
+$1.07M
|
+108,496
|
+18%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$4.45M
|
+$223K
|
+22,640
|
+5%
|
|
|
3
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$4.36M
|
+$426K
|
+43,368
|
+11%
|
|
|
4
|
Anfield Capital Management
Irvine,
California
|
$4.17M
|
-$1.74M
|
-176,755
|
-29%
|
|
|
5
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$3.44M
|
+$390K
|
+39,629
|
+13%
|
|
|
6
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.94M
|
-$2.08M
|
-212,027
|
-41%
|
|
|
7
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$958K
|
+$177K
|
+17,968
|
+23%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$767K
|
+$769K
|
+78,273
|
New
|
|
|
9
|
Beacon Pointe Advisors
Newport Beach,
California
|
$488K
|
+$490K
|
+49,805
|
New
|
|
|
10
|
|
$378K
|
-$197K
|
-20,071
|
-34%
|
|
|
11
|
Darwin Wealth Management
Tampa,
Florida
|
$154K
|
+$155K
|
+15,730
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$109K
|
-$227K
|
-23,131
|
-68%
|
|
|
13
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$10K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2K
|
+$1.36K
|
+138
|
+223%
|
|
|
15
|
Global Financial Private Client
Sarasota,
Florida
|
–
|
-$17.4K
|
-1,773
|
Closed
|
|
|
16
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$7K
|
-753
|
Closed
|
|
