|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$22.9M
|
+$616K
|
+27,795
|
+3%
|
|
|
2
|
Soltis Investment Advisors
St. George,
Utah
|
$8.17M
|
+$7.94M
|
+358,644
|
New
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$5.26M
|
+$5.11M
|
+230,890
|
New
|
|
|
4
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$5.22M
|
+$5.07M
|
+229,091
|
New
|
|
|
5
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$4.28M
|
+$96.2K
|
+4,345
|
+2%
|
|
|
6
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.93M
|
+$2.85M
|
+128,448
|
New
|
|
|
7
|
ProVise Management Group
Clearwater,
Florida
|
$2.44M
|
+$217K
|
+9,800
|
+10%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.58M
|
-$59.5K
|
-2,685
|
-4%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$1.55M
|
+$1.51M
|
+68,107
|
New
|
|
|
10
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$924K
|
+$898K
|
+40,538
|
New
|
|
|
11
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$682K
|
+$664K
|
+29,964
|
New
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$506K
|
–
|
–
|
–
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$475K
|
+$14.4K
|
+652
|
+3%
|
|
|
14
|
Private Advisory Group
Redmond,
Washington
|
$258K
|
+$94.7K
|
+4,274
|
New
|
|
|
15
|
Accuvest Global Advisors
Provo,
Utah
|
$102K
|
+$98.7K
|
+4,455
|
New
|
|
|
16
|
Perkins Coie Trust Company
Seattle,
Washington
|
$71K
|
+$68.9K
|
+3,109
|
New
|
|
|
17
|
American Portfolios Advisors
Holbrook,
New York
|
$49.2K
|
+$47.8K
|
+2,160
|
New
|
|
|
18
|
tru Independence
Portland,
Oregon
|
$27K
|
+$33.7K
|
+1,520
|
New
|
|
|
19
|
Weaver Consulting Group
Huntington Beach,
California
|
$15K
|
+$15.1K
|
+680
|
New
|
|
|
20
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$11K
|
+$11.1K
|
+500
|
New
|
|
|
21
|
|
–
|
-$590K
|
-27,049
|
Closed
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$353K
|
-16,196
|
Closed
|
|
