|
1
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.21M
|
+$1.18M
|
+25,160
|
+29%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.99M
|
+$459K
|
+9,766
|
+18%
|
|
|
3
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.97M
|
–
|
–
|
–
|
|
|
4
|
Innealta Capital
Austin,
Texas
|
$2.15M
|
+$2.16M
|
+46,000
|
New
|
|
|
5
|
Integrated Advisors Network
Dallas,
Texas
|
$1.84M
|
+$311K
|
+6,627
|
+20%
|
|
|
6
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.53M
|
+$94.4K
|
+2,010
|
+7%
|
|
|
7
|
|
$1.31M
|
-$1.27M
|
-27,041
|
-49%
|
|
|
8
|
Verus Financial Partners
Richmond,
Virginia
|
$1.07M
|
+$1.07M
|
+22,826
|
New
|
|
|
9
|
Park Avenue Securities
New York
|
$1.02M
|
+$196K
|
+4,170
|
+24%
|
|
|
10
|
B&D White Capital Company
Lakeway,
Texas
|
$847K
|
-$1.83K
|
-39
|
-0.2%
|
|
|
11
|
CPWM LLC
Seattle,
Washington
|
$750K
|
+$753K
|
+16,032
|
New
|
|
|
12
|
WorthPointe
La Jolla,
California
|
$615K
|
+$112K
|
+2,389
|
+22%
|
|
|
13
|
Cardiff Park Advisors
Carlsbad,
California
|
$487K
|
+$300K
|
+6,375
|
+158%
|
|
|
14
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$480K
|
-$2.18M
|
-46,406
|
-82%
|
|
|
15
|
SC&H Financial Advisors
Sparks,
Maryland
|
$429K
|
+$430K
|
+9,156
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$367K
|
-$427K
|
-9,093
|
-54%
|
|
|
17
|
Equius Partners
Novato,
California
|
$339K
|
–
|
–
|
–
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$319K
|
+$244K
|
+5,200
|
+323%
|
|
|
19
|
Austin Asset Management
Austin,
Texas
|
$295K
|
–
|
–
|
–
|
|
|
20
|
ML&R Wealth Management
Austin,
Texas
|
$271K
|
+$272K
|
+5,789
|
New
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$211K
|
+$211K
|
+4,500
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$150K
|
+$150K
|
+3,200
|
New
|
|
|
23
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$117K
|
-$1.18K
|
-25
|
-1%
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$73K
|
-$6.99M
|
-148,857
|
-99%
|
|
|
25
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$12K
|
–
|
–
|
–
|
|
