|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$12.4M
|
-$164K
|
-4,246
|
-1%
|
|
|
2
|
Lunt Capital Management
Holladay,
Utah
|
$11.6M
|
-$166K
|
-4,311
|
-1%
|
|
|
3
|
Soltis Investment Advisors
St. George,
Utah
|
$5.07M
|
-$17K
|
-440
|
-0.4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.7M
|
-$387K
|
-10,032
|
-8%
|
|
|
5
|
Summit Financial
Parsippany,
New Jersey
|
$2.64M
|
+$2.5M
|
+64,726
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.03M
|
+$1.55M
|
+40,061
|
+416%
|
|
|
7
|
|
$1.96M
|
-$479K
|
-12,404
|
-21%
|
|
|
8
|
GeoWealth Management
Chicago,
Illinois
|
$992K
|
+$6.91K
|
+179
|
+0.7%
|
|
|
9
|
|
$655K
|
+$620K
|
+16,050
|
New
|
|
|
10
|
|
$593K
|
-$24K
|
-621
|
-4%
|
|
|
11
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$481K
|
–
|
–
|
–
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$366K
|
+$65.9K
|
+1,707
|
+24%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$365K
|
-$463
|
-12
|
-0.1%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$320K
|
-$15.4K
|
-398
|
-5%
|
|
|
15
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$316K
|
–
|
–
|
–
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$284K
|
+$3.82K
|
+99
|
+1%
|
|
|
17
|
Farther Finance Advisors
San Francisco,
California
|
$279K
|
-$122K
|
-3,147
|
-31%
|
|
|
18
|
United Advisor Group
Cincinnati,
Ohio
|
$249K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$226K
|
+$101K
|
+2,616
|
+89%
|
|
|
20
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$213K
|
+$201K
|
+5,214
|
New
|
|
|
21
|
International Assets Investment Management
Orlando,
Florida
|
$97.9K
|
+$92.7K
|
+2,400
|
New
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$97.5K
|
+$92.2K
|
+2,388
|
New
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$14.5K
|
+$13.7K
|
+356
|
New
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$7.82K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$4.08K
|
-$14.8K
|
-383
|
-79%
|
|
