|
1
|
Soltis Investment Advisors
St. George,
Utah
|
$33.9M
|
+$24.1M
|
+967,744
|
+263%
|
|
|
2
|
Geneos Wealth Management
Englewood,
Colorado
|
$19.3M
|
-$3.15M
|
-126,367
|
-14%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$7.09M
|
-$959K
|
-38,452
|
-12%
|
|
|
4
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$7.06M
|
-$814K
|
-32,620
|
-11%
|
|
|
5
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$5.88M
|
+$1.61M
|
+64,503
|
+39%
|
|
|
6
|
ProVise Management Group
Clearwater,
Florida
|
$2.78M
|
+$35.3K
|
+1,416
|
+1%
|
|
|
7
|
|
$1.46M
|
+$1.43M
|
+57,326
|
New
|
|
|
8
|
ACG Wealth
Atlanta,
Georgia
|
$1.05M
|
-$363K
|
-14,567
|
-26%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.02M
|
+$837K
|
+33,554
|
+501%
|
|
|
10
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$995K
|
-$128K
|
-5,116
|
-12%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$934K
|
-$208K
|
-8,336
|
-18%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$879K
|
+$864K
|
+34,617
|
New
|
|
|
13
|
Equitable Holdings
New York
|
$736K
|
+$723K
|
+28,982
|
New
|
|
|
14
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$581K
|
-$63.7K
|
-2,553
|
-10%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$564K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$500K
|
-$15.4K
|
-616
|
-3%
|
|
|
17
|
Centaurus Financial
Anaheim,
California
|
$132K
|
+$6.24K
|
+250
|
+5%
|
|
|
18
|
Accuvest Global Advisors
Provo,
Utah
|
$125K
|
-$203K
|
-8,142
|
-62%
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$44.3K
|
+$2.5K
|
+100
|
+6%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$25K
|
–
|
–
|
–
|
|
|
21
|
Weaver Consulting Group
Huntington Beach,
California
|
$17K
|
–
|
–
|
–
|
|
|
22
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2K
|
+$1.67K
|
+67
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.02M
|
-43,152
|
Closed
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$55K
|
-2,323
|
Closed
|
|
