|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$12.3M
|
-$2.41M
|
-70,062
|
-17%
|
|
|
2
|
Lunt Capital Management
Holladay,
Utah
|
$10.8M
|
-$565K
|
-16,425
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$5.22M
|
-$130K
|
-3,776
|
-3%
|
|
|
4
|
Soltis Investment Advisors
St. George,
Utah
|
$4.67M
|
-$548K
|
-15,940
|
-11%
|
|
|
5
|
|
$2.11M
|
+$175K
|
+5,086
|
+9%
|
|
|
6
|
|
$1.44M
|
-$3.33M
|
-96,898
|
-70%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.25M
|
-$434K
|
-12,606
|
-26%
|
|
|
8
|
|
$1.05M
|
+$1.01M
|
+29,453
|
New
|
|
|
9
|
GeoWealth Management
Chicago,
Illinois
|
$992K
|
-$87.7K
|
-2,550
|
-8%
|
|
|
10
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$443K
|
–
|
–
|
–
|
|
|
11
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$355K
|
-$48.4K
|
-1,407
|
-12%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$306K
|
+$5.61K
|
+163
|
+2%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$295K
|
–
|
–
|
–
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$260K
|
-$929
|
-27
|
-0.4%
|
|
|
15
|
United Advisor Group
Cincinnati,
Ohio
|
$247K
|
-$8.5K
|
-247
|
-3%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$235K
|
-$4.3K
|
-125
|
-2%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$231K
|
-$1.28M
|
-37,319
|
-85%
|
|
|
18
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$225K
|
-$199K
|
-5,769
|
-48%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$212K
|
+$159K
|
+4,622
|
+341%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$207K
|
-$2.48K
|
-72
|
-1%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$203K
|
–
|
–
|
–
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$188K
|
+$182K
|
+5,298
|
New
|
|
|
23
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$154K
|
+$103
|
+3
|
+0.1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$79K
|
+$791
|
+23
|
+1%
|
|
|
25
|
Creekmur Asset Management
Morton,
Illinois
|
$49.9K
|
-$275
|
-8
|
-0.6%
|
|
