|
1
|
Soltis Investment Advisors
St. George,
Utah
|
$56.9M
|
+$2.31M
|
+67,516
|
+3%
|
|
|
2
|
Geneos Wealth Management
Englewood,
Colorado
|
$16.9M
|
+$924K
|
+27,010
|
+4%
|
|
|
3
|
Veracity Capital
Atlanta,
Georgia
|
$3.73M
|
+$5.15M
|
+150,350
|
New
|
|
|
4
|
ProVise Management Group
Clearwater,
Florida
|
$1.48M
|
-$169K
|
-4,945
|
-8%
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$1.47M
|
+$32.5K
|
+950
|
+2%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.05M
|
-$53.4K
|
-1,559
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$857K
|
-$2.23M
|
-65,019
|
-65%
|
|
|
8
|
WBI Investments
Red Bank,
New Jersey
|
$772K
|
+$359K
|
+10,489
|
+51%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$668K
|
-$146K
|
-4,259
|
-14%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$588K
|
+$811K
|
+23,704
|
New
|
|
|
11
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$469K
|
-$93.1K
|
-2,721
|
-13%
|
|
|
12
|
IHT Wealth Management
Chicago,
Illinois
|
$447K
|
+$119K
|
+3,486
|
+24%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$387K
|
+$534K
|
+15,609
|
New
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$356K
|
–
|
–
|
–
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$274K
|
-$78.7K
|
-2,301
|
-17%
|
|
|
16
|
Centaurus Financial
Anaheim,
California
|
$179K
|
+$247K
|
+7,222
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$85K
|
+$117K
|
+3,432
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$45K
|
+$18.9K
|
+552
|
+44%
|
|
|
19
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$23K
|
+$34.4K
|
+1,005
|
New
|
|
|
20
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9K
|
+$12.4K
|
+361
|
New
|
|
|
21
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$7K
|
–
|
–
|
–
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4K
|
+$5.13K
|
+150
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
-$38.3K
|
-1,120
|
-95%
|
|
|
24
|
|
–
|
-$1.43M
|
-36,917
|
Closed
|
|
|
25
|
Niemann Capital Management
Stateline,
Nevada
|
–
|
-$1.2M
|
-31,011
|
Closed
|
|
