|
1
|
Anfield Capital Management
Irvine,
California
|
$29.9M
|
+$29M
|
+2,849,209
|
New
|
|
|
2
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$14.6M
|
-$377K
|
-37,094
|
-3%
|
|
|
3
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$14M
|
+$1.29M
|
+126,475
|
+10%
|
|
|
4
|
Geneos Wealth Management
Englewood,
Colorado
|
$12.8M
|
-$3.84M
|
-378,149
|
-23%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$3.62M
|
+$3.59M
|
+353,268
|
New
|
|
|
6
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$3.57M
|
+$3.55M
|
+348,900
|
New
|
|
|
7
|
Elevated Capital Advisors
Sandy,
Utah
|
$1.41M
|
+$1.39M
|
+137,217
|
New
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.27M
|
-$113K
|
-11,102
|
-8%
|
|
|
9
|
Cabana LLC
Fayetteville,
Arkansas
|
$453K
|
+$53.9K
|
+5,300
|
+14%
|
|
|
10
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$265K
|
+$26.1K
|
+2,565
|
+11%
|
|
|
11
|
|
$236K
|
+$105K
|
+10,320
|
+81%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$160K
|
-$93.6K
|
-9,209
|
-37%
|
|
|
13
|
Brinker Capital
Berwyn,
Pennsylvania
|
$132K
|
-$6.09K
|
-599
|
-4%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$36K
|
+$22.4K
|
+2,208
|
+174%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
–
|
-$368K
|
-35,915
|
Closed
|
|
|
16
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
–
|
+$254
|
+25
|
New
|
|
