|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.9M
|
-$498K
|
-14,057
|
-4%
|
|
|
2
|
Lunt Capital Management
Holladay,
Utah
|
$10.3M
|
-$575K
|
-16,229
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4.85M
|
-$385K
|
-10,878
|
-7%
|
|
|
4
|
Soltis Investment Advisors
St. George,
Utah
|
$4.49M
|
-$197K
|
-5,563
|
-4%
|
|
|
5
|
|
$2.16M
|
+$36K
|
+1,016
|
+2%
|
|
|
6
|
|
$1.39M
|
-$56.7K
|
-1,602
|
-4%
|
|
|
7
|
GeoWealth Management
Chicago,
Illinois
|
$867K
|
-$129K
|
-3,630
|
-13%
|
|
|
8
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$460K
|
-$6.83K
|
-193
|
-2%
|
|
|
9
|
|
$440K
|
-$606K
|
-17,115
|
-58%
|
|
|
10
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$431K
|
+$204K
|
+5,769
|
+91%
|
|
|
11
|
Farther Finance Advisors
San Francisco,
California
|
$410K
|
+$219K
|
+6,195
|
+117%
|
|
|
12
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$277K
|
-$79.1K
|
-2,234
|
-22%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$259K
|
-$2.02K
|
-57
|
-0.8%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$253K
|
+$20.6K
|
+582
|
+9%
|
|
|
15
|
United Advisor Group
Cincinnati,
Ohio
|
$248K
|
–
|
–
|
–
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$238K
|
-$58K
|
-1,638
|
-20%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$230K
|
-$77.3K
|
-2,182
|
-25%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$216K
|
+$214K
|
+6,057
|
New
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$210K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$202K
|
-$4.32K
|
-122
|
-2%
|
|
|
21
|
Camelot Portfolios
Maumee,
Ohio
|
$108K
|
+$107K
|
+3,023
|
New
|
|
|
22
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$78.1K
|
-$76.2K
|
-2,151
|
-50%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36K
|
-$43.3K
|
-1,222
|
-55%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$7.88K
|
-$204K
|
-5,755
|
-96%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$7.71K
|
+$7.65K
|
+216
|
New
|
|
