|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$132M
|
+$119M
|
+3,005,863
|
New
|
|
|
2
|
Shore Point Advisors
Brielle,
New Jersey
|
$6.5M
|
+$7.07M
|
+178,807
|
New
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.9M
|
+$1.14M
|
+28,738
|
+38%
|
|
|
4
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.38M
|
+$3.67M
|
+92,928
|
New
|
|
|
5
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$3.01M
|
-$742K
|
-18,765
|
-18%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.48M
|
-$74.1K
|
-1,875
|
-3%
|
|
|
7
|
Intrust Bank
Wichita,
Kansas
|
$2.27M
|
+$1.92M
|
+48,624
|
+351%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.21M
|
-$195K
|
-4,930
|
-13%
|
|
|
9
|
|
$1.09M
|
–
|
–
|
–
|
|
|
10
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$1.09M
|
-$146K
|
-3,686
|
-11%
|
|
|
11
|
Strategic Financial Services
Utica,
New York
|
$814K
|
+$675K
|
+17,085
|
+320%
|
|
|
12
|
55I LLC
Boston,
Massachusetts
|
$779K
|
+$64.7K
|
+1,638
|
+8%
|
|
|
13
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$678K
|
+$542K
|
+13,701
|
+276%
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$621K
|
–
|
–
|
–
|
|
|
15
|
|
$595K
|
+$398K
|
+10,060
|
+160%
|
|
|
16
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$592K
|
+$644K
|
+16,291
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$519K
|
-$996K
|
-25,197
|
-64%
|
|
|
18
|
Prospera Financial Services
Dallas,
Texas
|
$475K
|
+$12.1K
|
+305
|
+2%
|
|
|
19
|
|
$419K
|
+$456K
|
+11,544
|
New
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$338K
|
+$172K
|
+4,342
|
+87%
|
|
|
21
|
Fort Point Capital Partners
San Francisco,
California
|
$259K
|
+$356
|
+9
|
+0.1%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$240K
|
-$2.55M
|
-64,405
|
-91%
|
|
|
23
|
Integrity Advisory
Overland Park,
Kansas
|
$214K
|
+$232K
|
+5,881
|
New
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$213K
|
+$231K
|
+5,853
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$154K
|
-$2.89M
|
-73,163
|
-95%
|
|
