|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$11M
|
-$910K
|
-24,746
|
-7%
|
|
|
2
|
Lunt Capital Management
Holladay,
Utah
|
$10.3M
|
+$7.68K
|
+209
|
+0.1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4.47M
|
-$399K
|
-10,842
|
-8%
|
|
|
4
|
Soltis Investment Advisors
St. George,
Utah
|
$4.45M
|
-$41.7K
|
-1,133
|
-0.9%
|
|
|
5
|
|
$2.16M
|
-$956
|
-26
|
-0%
|
|
|
6
|
GeoWealth Management
Chicago,
Illinois
|
$861K
|
-$6.43K
|
-175
|
-0.7%
|
|
|
7
|
|
$540K
|
-$876K
|
-23,819
|
-61%
|
|
|
8
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$459K
|
–
|
–
|
–
|
|
|
9
|
Farther Finance Advisors
San Francisco,
California
|
$358K
|
-$54.8K
|
-1,491
|
-13%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$343K
|
+$92.7K
|
+2,521
|
+36%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$320K
|
+$330K
|
+8,964
|
New
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$294K
|
+$88.8K
|
+2,415
|
+41%
|
|
|
13
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$276K
|
–
|
–
|
–
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$259K
|
+$147
|
+4
|
+0.1%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$245K
|
+$15.5K
|
+422
|
+7%
|
|
|
16
|
United Advisor Group
Cincinnati,
Ohio
|
$217K
|
-$31.4K
|
-855
|
-12%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$203K
|
-$35.9K
|
-977
|
-15%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$104K
|
-$100K
|
-2,722
|
-48%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$17.2K
|
+$9.63K
|
+262
|
+119%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$6.83K
|
–
|
–
|
–
|
|
|
21
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$5.21K
|
–
|
–
|
–
|
|
|
22
|
Parallel Advisors
San Francisco,
California
|
$3.57K
|
+$3.68K
|
+100
|
New
|
|
|
23
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$1.11K
|
-$79.4K
|
-2,159
|
-99%
|
|
|
24
|
|
–
|
-$440K
|
-12,338
|
Closed
|
|
|
25
|
BlueChip Wealth Advisors
Milton,
Georgia
|
–
|
-$431K
|
-12,096
|
Closed
|
|
