|
1
|
Soltis Investment Advisors
St. George,
Utah
|
$49.7M
|
+$9.68M
|
+352,064
|
+26%
|
|
|
2
|
Geneos Wealth Management
Englewood,
Colorado
|
$26.4M
|
+$625K
|
+22,725
|
+3%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$9.23M
|
+$930K
|
+33,814
|
+12%
|
|
|
4
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$8.67M
|
+$442K
|
+16,075
|
+6%
|
|
|
5
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$8M
|
+$1.09M
|
+39,615
|
+17%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$3.19M
|
+$2.95M
|
+107,245
|
New
|
|
|
7
|
ProVise Management Group
Clearwater,
Florida
|
$2.81M
|
-$383K
|
-13,943
|
-13%
|
|
|
8
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.49M
|
+$1.24M
|
+45,153
|
+115%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1M
|
-$19K
|
-692
|
-2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$984K
|
+$376K
|
+13,673
|
+69%
|
|
|
11
|
Equitable Holdings
New York
|
$869K
|
+$13.1K
|
+477
|
+2%
|
|
|
12
|
ACG Wealth
Atlanta,
Georgia
|
$785K
|
-$406K
|
-14,774
|
-36%
|
|
|
13
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$674K
|
–
|
–
|
–
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$672K
|
-$384K
|
-13,982
|
-38%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$654K
|
–
|
–
|
–
|
|
|
16
|
Accuvest Global Advisors
Provo,
Utah
|
$372K
|
+$211K
|
+7,691
|
+156%
|
|
|
17
|
|
$365K
|
-$1.24M
|
-44,939
|
-78%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$215K
|
+$200K
|
+7,285
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$207K
|
+$193K
|
+7,011
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$181K
|
-$938K
|
-34,120
|
-85%
|
|
|
21
|
Centaurus Financial
Anaheim,
California
|
$154K
|
+$550
|
+20
|
+0.4%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$62K
|
+$55.9K
|
+2,033
|
+3,034%
|
|
|
23
|
American Portfolios Advisors
Holbrook,
New York
|
$48.4K
|
-$2.75K
|
-100
|
-6%
|
|
|
24
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$15K
|
–
|
–
|
–
|
|
|
25
|
Rockefeller Capital Management
New York
|
–
|
-$25K
|
-1,003
|
Closed
|
|
