|
1
|
Strategic Blueprint
Atlanta,
Georgia
|
$20.3M
|
+$2.09M
|
+79,851
|
+12%
|
|
|
2
|
Crown Wealth Group
Charlotte,
North Carolina
|
$10.6M
|
+$10.5M
|
+401,375
|
New
|
|
|
3
|
|
$10.6M
|
–
|
–
|
–
|
|
|
4
|
FC Advisory
West Chester,
Pennsylvania
|
$2.54M
|
-$109K
|
-4,153
|
-4%
|
|
|
5
|
Grantvest Financial Group
Matawan,
New Jersey
|
$1.71M
|
-$936K
|
-35,805
|
-36%
|
|
|
6
|
KM Capital Management
Austin,
Texas
|
$1.45M
|
–
|
–
|
–
|
|
|
7
|
Blue Sky Capital Consultants Group
Poway,
California
|
$1.34M
|
-$55.1K
|
-2,108
|
-4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.11M
|
-$7.24K
|
-277
|
-0.7%
|
|
|
9
|
Crewe Advisors
Salt Lake City,
Utah
|
$999K
|
–
|
–
|
–
|
|
|
10
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$795K
|
-$52.3K
|
-2,000
|
-6%
|
|
|
11
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$686K
|
-$19.4K
|
-743
|
-3%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$590K
|
-$38.4K
|
-1,470
|
-6%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$576K
|
-$575
|
-22
|
-0.1%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$508K
|
-$968K
|
-37,048
|
-66%
|
|
|
15
|
Crosspoint Financial
Tustin,
California
|
$507K
|
–
|
–
|
–
|
|
|
16
|
Kestra Investment Management
Austin,
Texas
|
$412K
|
–
|
–
|
–
|
|
|
17
|
High Falls Advisors
Rochester,
New York
|
$375K
|
-$9.96K
|
-381
|
-3%
|
|
|
18
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$369K
|
-$27.4K
|
-1,050
|
-7%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$265K
|
+$13.1K
|
+501
|
+5%
|
|
|
20
|
ARS Investment Partners
New York
|
$264K
|
–
|
–
|
–
|
|
|
21
|
Middleton & Co
Boston,
Massachusetts
|
$252K
|
–
|
–
|
–
|
|
|
22
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$207K
|
+$205K
|
+7,827
|
New
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$36.5K
|
+$36.1K
|
+1,383
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$24.7K
|
-$167K
|
-6,379
|
-87%
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
$15.9K
|
–
|
–
|
–
|
|
