|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$12.2M
|
+$143K
|
+4,740
|
+1%
|
|
|
2
|
Lunt Capital Management
Holladay,
Utah
|
$9.34M
|
+$347K
|
+11,494
|
+4%
|
|
|
3
|
Soltis Investment Advisors
St. George,
Utah
|
$5.82M
|
-$2.38M
|
-78,860
|
-30%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.43M
|
-$183K
|
-6,070
|
-4%
|
|
|
5
|
Silver Oak Securities
Jackson,
Tennessee
|
$2.1M
|
+$1.69M
|
+55,897
|
+479%
|
|
|
6
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$1.94M
|
+$2.23M
|
+73,826
|
New
|
|
|
7
|
|
$1.56M
|
+$77.8K
|
+2,579
|
+5%
|
|
|
8
|
|
$1.26M
|
-$2.14M
|
-70,837
|
-64%
|
|
|
9
|
|
$1.07M
|
+$136K
|
+4,519
|
+15%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.01M
|
+$712K
|
+23,587
|
+261%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$861K
|
+$836K
|
+27,697
|
New
|
|
|
12
|
GeoWealth Management
Chicago,
Illinois
|
$808K
|
+$203K
|
+6,736
|
+35%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$800K
|
-$100K
|
-3,319
|
-11%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$575K
|
-$783K
|
-25,931
|
-58%
|
|
|
15
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$453K
|
-$34.4K
|
-1,140
|
-7%
|
|
|
16
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$387K
|
+$30
|
+1
|
+0%
|
|
|
17
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$356K
|
-$332
|
-11
|
-0.1%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$334K
|
-$5.25K
|
-174
|
-2%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$317K
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$314K
|
-$155K
|
-5,130
|
-34%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$286K
|
-$8.54K
|
-283
|
-3%
|
|
|
22
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$284K
|
–
|
–
|
–
|
|
|
23
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$281K
|
+$19K
|
+631
|
+7%
|
|
|
24
|
Blue Barn Wealth
Orem,
Utah
|
$276K
|
+$268K
|
+8,867
|
New
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$273K
|
-$110K
|
-3,650
|
-29%
|
|
