|
1
|
Soltis Investment Advisors
St. George,
Utah
|
$25.1M
|
-$2.07M
|
-79,609
|
-7%
|
|
|
2
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.8M
|
-$4.21M
|
-162,287
|
-25%
|
|
|
3
|
Lunt Capital Management
Holladay,
Utah
|
$7.29M
|
+$367K
|
+14,145
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.59M
|
-$1.64M
|
-63,027
|
-25%
|
|
|
5
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3.12M
|
-$64.3K
|
-2,477
|
-2%
|
|
|
6
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.81M
|
+$2.96M
|
+113,947
|
New
|
|
|
7
|
|
$2.66M
|
-$1.43M
|
-55,208
|
-34%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.77M
|
+$156K
|
+6,028
|
+9%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$1.74M
|
-$876K
|
-33,771
|
-32%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.45M
|
+$1.32M
|
+50,761
|
+617%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.38M
|
+$1.46M
|
+56,161
|
New
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.31M
|
+$59.4K
|
+2,290
|
+5%
|
|
|
13
|
|
$902K
|
+$538K
|
+20,724
|
+130%
|
|
|
14
|
GeoWealth Management
Chicago,
Illinois
|
$748K
|
+$103K
|
+3,984
|
+15%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$725K
|
-$26.9K
|
-1,038
|
-3%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$708K
|
-$225K
|
-8,660
|
-23%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$707K
|
-$9.29K
|
-358
|
-1%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$646K
|
-$258K
|
-9,946
|
-28%
|
|
|
19
|
|
$604K
|
+$330K
|
+12,728
|
+108%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$539K
|
-$42.9K
|
-1,655
|
-7%
|
|
|
21
|
Silver Oak Securities
Jackson,
Tennessee
|
$453K
|
-$721K
|
-27,780
|
-60%
|
|
|
22
|
ICA Group Wealth Management
Denver,
Colorado
|
$400K
|
-$8.43K
|
-325
|
-2%
|
|
|
23
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$357K
|
–
|
–
|
–
|
|
|
24
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$348K
|
–
|
–
|
–
|
|
|
25
|
Insigneo Advisory Services
Miami,
Florida
|
$302K
|
-$3.4K
|
-131
|
-1%
|
|
