|
1
|
Arax Advisory Partners
Denver,
Colorado
|
$30.2M
|
+$30.2M
|
+301,756
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.3M
|
+$772K
|
+7,702
|
+3%
|
|
|
3
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$14.9M
|
-$14.6M
|
-145,985
|
-49%
|
|
|
4
|
Blueprint Financial Advisors
Greensboto,
North Carolina
|
$7.43M
|
-$7.7M
|
-76,904
|
-51%
|
|
|
5
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$7.3M
|
-$419K
|
-4,184
|
-5%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$5.94M
|
+$5.95M
|
+59,397
|
New
|
|
|
7
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$3.74M
|
-$1.95M
|
-19,489
|
-34%
|
|
|
8
|
Silver Oak Securities
Jackson,
Tennessee
|
$3.57M
|
+$20.2K
|
+202
|
+0.6%
|
|
|
9
|
Summit Financial
Parsippany,
New Jersey
|
$3.44M
|
-$60.8K
|
-607
|
-2%
|
|
|
10
|
Teramo Advisors
Naples,
Florida
|
$2M
|
–
|
–
|
–
|
|
|
11
|
Flow Traders U.S.
New York
|
$1.73M
|
+$1.73M
|
+17,247
|
New
|
|
|
12
|
|
$1.63M
|
+$1.63M
|
+16,256
|
New
|
|
|
13
|
Platform Technology Partners
New York
|
$1.41M
|
+$382K
|
+3,818
|
+37%
|
|
|
14
|
Magnus Financial Group
New York
|
$1.22M
|
+$682K
|
+6,809
|
+126%
|
|
|
15
|
Insight Wealth Partners
Plano,
Texas
|
$939K
|
-$60.2K
|
-601
|
-6%
|
|
|
16
|
|
$762K
|
-$149K
|
-1,483
|
-16%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$679K
|
+$32.9K
|
+328
|
+5%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$260K
|
-$456K
|
-4,551
|
-64%
|
|
|
19
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$229K
|
–
|
–
|
–
|
|
|
20
|
|
$106K
|
-$1.64M
|
-16,339
|
-94%
|
|
|
21
|
Colonial Trust
Spartanburg,
South Carolina
|
$33K
|
-$14.3K
|
-143
|
-30%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30K
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.9K
|
+$5.91K
|
+59
|
New
|
|
|
24
|
|
$174
|
–
|
–
|
–
|
|
|
25
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
–
|
-$309K
|
-3,086
|
Closed
|
|
