|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$20.8M
|
-$2.25M
|
-105,909
|
-11%
|
|
|
2
|
Soltis Investment Advisors
St. George,
Utah
|
$8.72M
|
+$1.81M
|
+85,164
|
+30%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$7.54M
|
+$122K
|
+5,754
|
+2%
|
|
|
4
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$7.37M
|
-$12.6K
|
-592
|
-0.2%
|
|
|
5
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$3.97M
|
+$925K
|
+43,504
|
+35%
|
|
|
6
|
ProVise Management Group
Clearwater,
Florida
|
$2.56M
|
-$10.5K
|
-492
|
-0.5%
|
|
|
7
|
ACG Wealth
Atlanta,
Georgia
|
$1.33M
|
+$422K
|
+19,830
|
+55%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$1.07M
|
-$489K
|
-22,995
|
-34%
|
|
|
9
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.05M
|
-$3.29M
|
-154,753
|
-78%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.02M
|
+$917K
|
+43,152
|
New
|
|
|
11
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$603K
|
-$10.4K
|
-488
|
-2%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$527K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$482K
|
+$432K
|
+20,316
|
New
|
|
|
14
|
Accuvest Global Advisors
Provo,
Utah
|
$310K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$159K
|
+$142K
|
+6,696
|
New
|
|
|
16
|
Centaurus Financial
Anaheim,
California
|
$117K
|
+$105K
|
+4,950
|
New
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$55K
|
+$49.4K
|
+2,323
|
New
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$39K
|
-$23.4K
|
-1,100
|
-40%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$24K
|
+$21.3K
|
+1,003
|
New
|
|
|
20
|
Weaver Consulting Group
Huntington Beach,
California
|
$16K
|
–
|
–
|
–
|
|
|
21
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7K
|
+$6.38K
|
+300
|
New
|
|
|
23
|
Merit Financial Group
Alpharetta,
Georgia
|
–
|
-$2.31M
|
-130,299
|
Closed
|
|
|
24
|
|
–
|
-$306K
|
-17,285
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$13K
|
-732
|
Closed
|
|
