|
1
|
Strategic Blueprint
Atlanta,
Georgia
|
$17.7M
|
-$574K
|
-22,789
|
-3%
|
|
|
2
|
|
$10.3M
|
–
|
–
|
–
|
|
|
3
|
Grantvest Financial Group
Matawan,
New Jersey
|
$2.59M
|
-$852K
|
-33,819
|
-25%
|
|
|
4
|
FC Advisory
West Chester,
Pennsylvania
|
$2.59M
|
+$2.53M
|
+100,304
|
New
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.45M
|
+$1.05M
|
+41,646
|
+284%
|
|
|
6
|
KM Capital Management
Austin,
Texas
|
$1.42M
|
–
|
–
|
–
|
|
|
7
|
Blue Sky Capital Consultants Group
Poway,
California
|
$1.37M
|
+$193K
|
+7,641
|
+17%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.09M
|
+$359K
|
+14,224
|
+51%
|
|
|
9
|
Crewe Advisors
Salt Lake City,
Utah
|
$975K
|
–
|
–
|
–
|
|
|
10
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$828K
|
+$809K
|
+32,100
|
New
|
|
|
11
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$689K
|
+$673K
|
+26,699
|
New
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$614K
|
+$600K
|
+23,788
|
New
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$563K
|
+$550K
|
+21,814
|
New
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$497K
|
-$158K
|
-6,251
|
-24%
|
|
|
15
|
Crosspoint Financial
Tustin,
California
|
$495K
|
–
|
–
|
–
|
|
|
16
|
Kestra Investment Management
Austin,
Texas
|
$402K
|
-$3.48K
|
-138
|
-0.9%
|
|
|
17
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$387K
|
–
|
–
|
–
|
|
|
18
|
High Falls Advisors
Rochester,
New York
|
$376K
|
+$368K
|
+14,581
|
New
|
|
|
19
|
ARS Investment Partners
New York
|
$258K
|
+$252K
|
+9,990
|
New
|
|
|
20
|
Middleton & Co
Boston,
Massachusetts
|
$246K
|
–
|
–
|
–
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$246K
|
+$241K
|
+9,542
|
New
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$233K
|
+$228K
|
+9,041
|
New
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$202K
|
+$197K
|
+7,827
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$189K
|
+$184K
|
+7,315
|
New
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
$15.5K
|
+$15.1K
|
+600
|
New
|
|
