|
1
|
|
$10.5M
|
–
|
–
|
–
|
|
|
2
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$4.13M
|
+$150K
|
+5,780
|
+4%
|
|
|
3
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.93M
|
-$5.41M
|
-208,627
|
-65%
|
|
|
4
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$2.62M
|
–
|
–
|
–
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.95M
|
+$1.93M
|
+74,619
|
New
|
|
|
6
|
FC Advisory
West Chester,
Pennsylvania
|
$1.66M
|
-$103K
|
-3,982
|
-6%
|
|
|
7
|
Crewe Advisors
Salt Lake City,
Utah
|
$1.61M
|
–
|
–
|
–
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$793K
|
+$497K
|
+19,184
|
+172%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$644K
|
-$2.49K
|
-96
|
-0.4%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$385K
|
–
|
–
|
–
|
|
|
11
|
Grantvest Financial Group
Matawan,
New Jersey
|
$305K
|
-$734K
|
-28,340
|
-71%
|
|
|
12
|
|
$237K
|
+$235K
|
+9,076
|
New
|
|
|
13
|
Blue Sky Capital Consultants Group
Poway,
California
|
$201K
|
+$199K
|
+7,676
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$31.1K
|
+$30.9K
|
+1,192
|
New
|
|
|
15
|
Huntington National Bank
Columbus,
Ohio
|
$28.7K
|
–
|
–
|
–
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$15.7K
|
+$15.5K
|
+600
|
New
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$1.31K
|
–
|
–
|
–
|
|
|
18
|
|
–
|
-$456K
|
-17,760
|
Closed
|
|
