|
1
|
Geneos Wealth Management
Englewood,
Colorado
|
$47.8M
|
+$49.1M
|
+1,574,715
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$9.02M
|
+$4.39M
|
+140,815
|
+90%
|
|
|
3
|
Shamrock Asset Management
Dallas,
Texas
|
$7.05M
|
-$79.5K
|
-2,548
|
-1%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$4.59M
|
+$488K
|
+15,634
|
+11%
|
|
|
5
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$4.33M
|
+$516K
|
+16,546
|
+13%
|
|
|
6
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.92M
|
-$563K
|
-18,038
|
-22%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.25M
|
-$1.9M
|
-61,002
|
-60%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.15M
|
-$437K
|
-13,997
|
-27%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$854K
|
+$2.71K
|
+87
|
+0.3%
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$722K
|
+$159K
|
+5,109
|
+27%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$642K
|
–
|
–
|
–
|
|
|
12
|
|
$557K
|
+$98K
|
+3,142
|
+21%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$551K
|
-$1.18M
|
-37,895
|
-68%
|
|
|
14
|
|
$471K
|
-$1.02M
|
-32,546
|
-68%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$376K
|
+$155K
|
+4,965
|
+67%
|
|
|
16
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$84K
|
-$1.56M
|
-50,046
|
-95%
|
|
|
17
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$77K
|
–
|
–
|
–
|
|
|
18
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$45K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$45K
|
+$2.18K
|
+70
|
+5%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$13K
|
+$12.9K
|
+415
|
New
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$5.46M
|
-171,630
|
Closed
|
|
|
22
|
Stephens Inc
Little Rock,
Arkansas
|
–
|
-$286K
|
-9,005
|
Closed
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$102K
|
-3,205
|
Closed
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
–
|
-$19K
|
-599
|
Closed
|
|
