|
1
|
Darwin Wealth Management
Tampa,
Florida
|
$1.35M
|
-$180K
|
-9,534
|
-12%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$936K
|
+$955K
|
+50,719
|
New
|
|
|
3
|
|
$712K
|
-$176K
|
-9,328
|
-19%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$645K
|
+$657K
|
+34,916
|
New
|
|
|
5
|
WealthBridge Capital Management
Westerville,
Ohio
|
$551K
|
–
|
–
|
–
|
|
|
6
|
LVZ Inc
Holland,
Michigan
|
$458K
|
+$468K
|
+24,830
|
New
|
|
|
7
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$452K
|
+$461K
|
+24,491
|
New
|
|
|
8
|
Platform Technology Partners
New York
|
$288K
|
+$294K
|
+15,597
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$273K
|
+$23.3K
|
+1,236
|
+9%
|
|
|
10
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$260K
|
–
|
–
|
–
|
|
|
11
|
Atria Wealth Solutions
New York
|
$252K
|
+$258K
|
+13,676
|
New
|
|
|
12
|
American Portfolios Advisors
Holbrook,
New York
|
$131K
|
–
|
–
|
–
|
|
|
13
|
|
$55K
|
–
|
–
|
–
|
|
|
14
|
Barrett & Company
Providence,
Rhode Island
|
$46.7K
|
+$47.1K
|
+2,500
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$21K
|
+$21.7K
|
+1,150
|
New
|
|
|
16
|
GeoWealth Management
Chicago,
Illinois
|
$18K
|
+$18.2K
|
+969
|
New
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$2K
|
+$1.83K
|
+97
|
New
|
|
|
18
|
|
–
|
-$2.31M
|
-123,362
|
Closed
|
|
|
19
|
Barclays
London,
United Kingdom
|
–
|
-$735K
|
-39,281
|
Closed
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$645K
|
-34,442
|
Closed
|
|
|
21
|
Triumph Capital Management
Denver,
Colorado
|
–
|
-$7K
|
-17,500
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$13K
|
-719
|
Closed
|
|
