|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$12.6M
|
-$1.74M
|
-59,791
|
-13%
|
|
|
2
|
Lunt Capital Management
Holladay,
Utah
|
$8.76M
|
-$203K
|
-6,983
|
-2%
|
|
|
3
|
Soltis Investment Advisors
St. George,
Utah
|
$8.74M
|
-$583K
|
-20,080
|
-7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.58M
|
-$464K
|
-15,970
|
-10%
|
|
|
5
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$1.94M
|
–
|
–
|
–
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.67M
|
-$408K
|
-14,028
|
-21%
|
|
|
7
|
|
$1.64M
|
-$329K
|
-11,336
|
-18%
|
|
|
8
|
|
$1.35M
|
+$67.2K
|
+2,313
|
+6%
|
|
|
9
|
GTS Securities
Miami,
Florida
|
$1.11M
|
-$2.91K
|
-100
|
-0.3%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$1.05M
|
-$286K
|
-9,849
|
-23%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.03M
|
-$573K
|
-19,722
|
-37%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$750K
|
-$153K
|
-5,276
|
-18%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$713K
|
-$774K
|
-26,627
|
-54%
|
|
|
14
|
|
$638K
|
+$596K
|
+20,523
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$563K
|
-$7.96K
|
-274
|
-1%
|
|
|
16
|
GeoWealth Management
Chicago,
Illinois
|
$514K
|
-$68.3K
|
-2,349
|
-12%
|
|
|
17
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$465K
|
–
|
–
|
–
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$440K
|
-$271K
|
-9,332
|
-40%
|
|
|
19
|
Silver Oak Securities
Jackson,
Tennessee
|
$410K
|
-$1.18M
|
-40,508
|
-75%
|
|
|
20
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$405K
|
+$23.2K
|
+798
|
+7%
|
|
|
21
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$382K
|
-$19.4K
|
-668
|
-5%
|
|
|
22
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$356K
|
+$333K
|
+11,452
|
New
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$349K
|
-$73.1K
|
-2,516
|
-18%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$338K
|
–
|
–
|
–
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$296K
|
-$564K
|
-19,424
|
-67%
|
|
