|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$101M
|
-$23K
|
-606
|
-0%
|
|
|
2
|
Shore Point Advisors
Brielle,
New Jersey
|
$8.46M
|
+$1.19M
|
+31,434
|
+16%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.35M
|
-$825K
|
-21,750
|
-9%
|
|
|
4
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$3.3M
|
-$27.9K
|
-735
|
-0.8%
|
|
|
5
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3M
|
-$421K
|
-11,088
|
-12%
|
|
|
6
|
Intrust Bank
Wichita,
Kansas
|
$2.44M
|
-$111K
|
-2,926
|
-4%
|
|
|
7
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$2.18M
|
+$1.32M
|
+34,720
|
+150%
|
|
|
8
|
Equitable Holdings
New York
|
$2.14M
|
+$2.16M
|
+56,897
|
New
|
|
|
9
|
|
$2.02M
|
+$893K
|
+23,525
|
+78%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2M
|
-$1.37K
|
-36
|
-0.1%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.93M
|
+$1.65M
|
+43,405
|
+554%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$1.18M
|
+$508K
|
+13,390
|
+74%
|
|
|
13
|
Prudential Financial
Newark,
New Jersey
|
$1.14M
|
+$868K
|
+22,867
|
+309%
|
|
|
14
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$1.01M
|
+$24.1K
|
+634
|
+2%
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$964K
|
+$970K
|
+25,554
|
+79,856%
|
|
|
16
|
KWB Wealth
Redlands,
California
|
$953K
|
+$959K
|
+25,285
|
New
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$851K
|
+$857K
|
+22,585
|
New
|
|
|
18
|
Delos Wealth Advisors
Dallas,
Texas
|
$839K
|
+$16.9K
|
+446
|
+2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$823K
|
-$442K
|
-11,646
|
-35%
|
|
|
20
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$806K
|
+$811K
|
+21,382
|
New
|
|
|
21
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$737K
|
+$742K
|
+19,562
|
New
|
|
|
22
|
Strategic Financial Services
Utica,
New York
|
$715K
|
-$22.9K
|
-604
|
-3%
|
|
|
23
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$701K
|
–
|
–
|
–
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$684K
|
+$317K
|
+8,350
|
+85%
|
|
|
25
|
|
$388K
|
-$728K
|
-19,198
|
-65%
|
|
