|
1
|
Allworth Financial
Folsom,
California
|
$7.16M
|
+$7.29M
|
+150,425
|
New
|
|
|
2
|
Strategic Blueprint
Atlanta,
Georgia
|
$4.1M
|
+$3.96M
|
+81,635
|
+1,771%
|
|
|
3
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.02M
|
–
|
–
|
–
|
|
|
4
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$2.69M
|
+$2.75M
|
+56,673
|
New
|
|
|
5
|
|
$2.62M
|
-$1.04M
|
-21,365
|
-28%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.57M
|
+$704K
|
+14,515
|
+37%
|
|
|
7
|
Integrated Advisors Network
Dallas,
Texas
|
$1.55M
|
+$202K
|
+4,176
|
+15%
|
|
|
8
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.46M
|
+$41.5K
|
+856
|
+3%
|
|
|
9
|
B&D White Capital Company
Lakeway,
Texas
|
$863K
|
+$77.6K
|
+1,600
|
+10%
|
|
|
10
|
Park Avenue Securities
New York
|
$835K
|
+$272K
|
+5,611
|
+47%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$806K
|
+$155K
|
+3,206
|
+23%
|
|
|
12
|
WorthPointe
La Jolla,
California
|
$512K
|
+$521K
|
+10,758
|
New
|
|
|
13
|
Equius Partners
Novato,
California
|
$344K
|
–
|
–
|
–
|
|
|
14
|
Austin Asset Management
Austin,
Texas
|
$300K
|
–
|
–
|
–
|
|
|
15
|
Cardiff Park Advisors
Carlsbad,
California
|
$191K
|
–
|
–
|
–
|
|
|
16
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$120K
|
+$56.4K
|
+1,163
|
+86%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$106K
|
+$108K
|
+2,231
|
New
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$77K
|
–
|
–
|
–
|
|
|
19
|
Jones Financial Companies
Des Peres,
Missouri
|
$24K
|
+$24.2K
|
+500
|
New
|
|
|
20
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
–
|
-$71.7K
|
-1,480
|
Closed
|
|
