|
1
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$17.1M
|
+$16.6M
|
+324,792
|
New
|
|
|
2
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.5M
|
+$2.15M
|
+41,948
|
+758%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1.95M
|
+$1.9M
|
+37,150
|
New
|
|
|
4
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.59M
|
-$88.4K
|
-1,725
|
-5%
|
|
|
5
|
WorthPointe
La Jolla,
California
|
$1.31M
|
+$1.28M
|
+25,009
|
New
|
|
|
6
|
Cardiff Park Advisors
Carlsbad,
California
|
$598K
|
+$301K
|
+5,866
|
+107%
|
|
|
7
|
SC&H Financial Advisors
Sparks,
Maryland
|
$587K
|
+$572K
|
+11,165
|
New
|
|
|
8
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$486K
|
+$146K
|
+2,846
|
+37%
|
|
|
9
|
Collective Family Office
York,
Pennsylvania
|
$352K
|
+$343K
|
+6,690
|
New
|
|
|
10
|
Abacus Planning Group
Columbia,
South Carolina
|
$293K
|
+$286K
|
+5,578
|
New
|
|
|
11
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$276K
|
+$269K
|
+5,252
|
New
|
|
|
12
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$240K
|
+$234K
|
+4,569
|
New
|
|
|
13
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$70K
|
–
|
–
|
–
|
|
|
14
|
|
$33.9K
|
+$33.1K
|
+645
|
New
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$21K
|
+$21.1K
|
+411
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$7K
|
+$6.82K
|
+133
|
New
|
|
|
17
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1K
|
+$718
|
+14
|
New
|
|
|
18
|
|
–
|
-$1.15M
|
-20,533
|
Closed
|
|
|
19
|
Merriman Wealth Management
Seattle,
Washington
|
–
|
-$1M
|
-18,000
|
Closed
|
|
|
20
|
Firethorn Wealth Partners
Augusta,
Georgia
|
–
|
-$205K
|
-3,667
|
Closed
|
|
|
21
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$58K
|
-1,046
|
Closed
|
|
|
22
|
Level Financial Advisors
East Amherst,
New York
|
–
|
-$49K
|
-870
|
Closed
|
|
