|
1
|
Soltis Investment Advisors
St. George,
Utah
|
$38.3M
|
-$3.45M
|
-121,470
|
-8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$34.5M
|
-$12.4M
|
-436,437
|
-26%
|
|
|
3
|
Geneos Wealth Management
Englewood,
Colorado
|
$14.7M
|
+$1.61M
|
+56,755
|
+12%
|
|
|
4
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$13.6M
|
+$645K
|
+22,689
|
+5%
|
|
|
5
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$8.84M
|
-$65.9K
|
-2,318
|
-0.7%
|
|
|
6
|
|
$8.43M
|
+$480K
|
+16,909
|
+6%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$7.89M
|
-$2.6M
|
-91,598
|
-24%
|
|
|
8
|
|
$7.55M
|
-$4.51M
|
-158,553
|
-37%
|
|
|
9
|
SkyOak Wealth
Southfield,
Michigan
|
$6.45M
|
-$287K
|
-10,098
|
-4%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$5.83M
|
+$5.94M
|
+208,995
|
New
|
|
|
11
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$4.55M
|
+$118K
|
+4,155
|
+3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.69M
|
-$1.71M
|
-60,064
|
-31%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.52M
|
-$621K
|
-21,839
|
-20%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.28M
|
-$447K
|
-15,749
|
-16%
|
|
|
15
|
Equitable Holdings
New York
|
$2.25M
|
+$2.29M
|
+80,557
|
New
|
|
|
16
|
Accuvest Global Advisors
Provo,
Utah
|
$2M
|
-$3.54M
|
-124,610
|
-63%
|
|
|
17
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$1.78M
|
+$132K
|
+4,634
|
+8%
|
|
|
18
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.7M
|
-$357K
|
-12,563
|
-17%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.64M
|
+$1.67M
|
+58,664
|
New
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.5M
|
-$36.9K
|
-1,299
|
-2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.45M
|
+$237K
|
+8,337
|
+19%
|
|
|
22
|
ProVise Management Group
Clearwater,
Florida
|
$1.43M
|
-$469K
|
-16,492
|
-24%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.41M
|
+$18.4K
|
+646
|
+1%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.27M
|
-$14.2M
|
-498,782
|
-92%
|
|
|
25
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.26M
|
+$70.8K
|
+2,490
|
+6%
|
|
