|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$17.8M
|
+$87.1K
|
+4,131
|
+0.4%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$5.53M
|
+$1.71M
|
+80,971
|
+35%
|
|
|
3
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$5.51M
|
+$1.73M
|
+82,019
|
+36%
|
|
|
4
|
Soltis Investment Advisors
St. George,
Utah
|
$5M
|
-$1.61M
|
-76,399
|
-21%
|
|
|
5
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$3.53M
|
+$235K
|
+11,151
|
+6%
|
|
|
6
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.31M
|
+$39K
|
+1,851
|
+1%
|
|
|
7
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$2.19M
|
+$1.75M
|
+83,090
|
+205%
|
|
|
8
|
ProVise Management Group
Clearwater,
Florida
|
$1.92M
|
+$22.5K
|
+1,068
|
+1%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$1.21M
|
–
|
–
|
–
|
|
|
10
|
ACG Wealth
Atlanta,
Georgia
|
$640K
|
+$761K
|
+36,119
|
New
|
|
|
11
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$459K
|
-$85K
|
-4,033
|
-13%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$393K
|
–
|
–
|
–
|
|
|
13
|
|
$306K
|
+$364K
|
+17,285
|
New
|
|
|
14
|
Accuvest Global Advisors
Provo,
Utah
|
$232K
|
+$181K
|
+8,612
|
+193%
|
|
|
15
|
American Portfolios Advisors
Holbrook,
New York
|
$48.6K
|
+$12.3K
|
+582
|
+27%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$13K
|
+$15.4K
|
+732
|
New
|
|
|
17
|
Weaver Consulting Group
Huntington Beach,
California
|
$12K
|
–
|
–
|
–
|
|
|
18
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4K
|
+$4.93K
|
+234
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$1.58M
|
-69,552
|
Closed
|
|
|
21
|
Private Advisory Group
Redmond,
Washington
|
–
|
-$258K
|
-4,274
|
Closed
|
|
|
22
|
Perkins Coie Trust Company
Seattle,
Washington
|
–
|
-$71K
|
-3,109
|
Closed
|
|
|
23
|
tru Independence
Portland,
Oregon
|
–
|
-$27K
|
-1,520
|
Closed
|
|
