|
26
|
Geneos Wealth Management
Englewood,
Colorado
|
$217K
|
+$139K
|
+2,935
|
+181%
|
|
|
27
|
Citadel Advisors
Miami,
Florida
|
$212K
|
+$210K
|
+4,439
|
New
|
|
|
28
|
Sunbelt Securities
Houston,
Texas
|
$204K
|
-$710
|
-15
|
-0.3%
|
|
|
29
|
GeoWealth Management
Chicago,
Illinois
|
$202K
|
+$201K
|
+4,247
|
New
|
|
|
30
|
IFP Advisors
Tampa,
Florida
|
$173K
|
+$20.2K
|
+426
|
+13%
|
|
|
31
|
VisionPoint Advisory Group
Dallas,
Texas
|
$119K
|
-$9.14K
|
-193
|
-7%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$71.1K
|
–
|
–
|
–
|
|
|
33
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$60K
|
–
|
–
|
–
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59K
|
+$58.7K
|
+1,239
|
New
|
|
|
35
|
Principal Securities
Des Moines,
Iowa
|
$40.6K
|
+$426
|
+9
|
+1%
|
|
|
36
|
|
$37.4K
|
-$32.8K
|
-693
|
-47%
|
|
|
37
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21K
|
+$20.8K
|
+439
|
New
|
|
|
38
|
First Horizon Advisors
Memphis,
Tennessee
|
$18K
|
+$17.9K
|
+378
|
New
|
|
|
39
|
Impact Partnership Wealth
Marietta,
Georgia
|
$10.2K
|
–
|
–
|
–
|
|
|
40
|
Fidelity Investments
Boston,
Massachusetts
|
$10.2K
|
+$10.1K
|
+213
|
New
|
|
|
41
|
UBS Group
Zurich,
Switzerland
|
$8.48K
|
+$8.43K
|
+178
|
New
|
|
|
42
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$1.65K
|
-$95
|
-2
|
-5%
|
|
|
43
|
ICA Group Wealth Management
Denver,
Colorado
|
$810
|
+$805
|
+17
|
New
|
|
|
44
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$656K
|
-13,789
|
Closed
|
|
|
45
|
Family Investment Center
Saint Joseph,
Missouri
|
–
|
-$207K
|
-4,371
|
Closed
|
|
|
46
|
Keener Financial Planning
Keller,
Texas
|
–
|
-$42K
|
-895
|
Closed
|
|
