|
1
|
Darwin Wealth Management
Tampa,
Florida
|
$26M
|
-$277K
|
-28,565
|
-1%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$6.64M
|
-$493K
|
-50,884
|
-7%
|
|
|
3
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$5.23M
|
+$323K
|
+33,361
|
+7%
|
|
|
4
|
Anfield Capital Management
Irvine,
California
|
$4.21M
|
+$2.2K
|
+227
|
+0.1%
|
|
|
5
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.64M
|
+$371K
|
+38,323
|
+11%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$2.99M
|
+$125K
|
+12,872
|
+4%
|
|
|
7
|
GeoWealth Management
Chicago,
Illinois
|
$2.6M
|
+$2.61M
|
+269,474
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$2.37M
|
+$414K
|
+42,698
|
+21%
|
|
|
9
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.25M
|
+$435K
|
+44,851
|
+24%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$1.27M
|
–
|
–
|
–
|
|
|
11
|
|
$550K
|
+$554K
|
+57,145
|
New
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$123K
|
+$124K
|
+12,795
|
New
|
|
|
13
|
Freedom Investment Management
Hartford,
Connecticut
|
$108K
|
+$109K
|
+11,256
|
New
|
|
|
14
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$102K
|
-$26.6K
|
-2,744
|
-21%
|
|
|
15
|
|
–
|
-$638K
|
-65,645
|
Closed
|
|
|
16
|
Howard Capital Management
Roswell,
Georgia
|
–
|
-$147K
|
-15,100
|
Closed
|
|
