|
1
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$29.5M
|
+$28.1M
|
+280,476
|
+1,934%
|
|
|
2
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$29.4M
|
+$2.61M
|
+26,071
|
+10%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.5M
|
+$11.4M
|
+113,689
|
+75%
|
|
|
4
|
Blueprint Financial Advisors
Greensboto,
North Carolina
|
$15.1M
|
+$15.1M
|
+151,141
|
New
|
|
|
5
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$7.72M
|
-$569K
|
-5,682
|
-7%
|
|
|
6
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$5.69M
|
+$5.32M
|
+53,058
|
+1,411%
|
|
|
7
|
Silver Oak Securities
Jackson,
Tennessee
|
$3.55M
|
+$49.2K
|
+491
|
+1%
|
|
|
8
|
Signet Financial Management
Parsippany,
New Jersey
|
$3.54M
|
-$26.2K
|
-262
|
-0.7%
|
|
|
9
|
Summit Financial
Parsippany,
New Jersey
|
$3.5M
|
+$3.5M
|
+34,976
|
New
|
|
|
10
|
Teramo Advisors
Naples,
Florida
|
$2M
|
–
|
–
|
–
|
|
|
11
|
|
$1.74M
|
+$1.6M
|
+15,932
|
+1,088%
|
|
|
12
|
Platform Technology Partners
New York
|
$1.02M
|
+$1.02M
|
+10,225
|
New
|
|
|
13
|
Insight Wealth Partners
Plano,
Texas
|
$999K
|
–
|
–
|
–
|
|
|
14
|
|
$910K
|
+$911K
|
+9,093
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$715K
|
+$716K
|
+7,147
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$646K
|
-$172K
|
-1,712
|
-21%
|
|
|
17
|
Magnus Financial Group
New York
|
$542K
|
–
|
–
|
–
|
|
|
18
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$309K
|
-$1.4M
|
-13,956
|
-82%
|
|
|
19
|
Prosperity Financial Group
San Ramon,
California
|
$305K
|
+$305K
|
+3,047
|
New
|
|
|
20
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$229K
|
-$65.6K
|
-655
|
-22%
|
|
|
21
|
Colonial Trust
Spartanburg,
South Carolina
|
$47.3K
|
+$47.4K
|
+473
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30K
|
+$12.2K
|
+122
|
+71%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$3.7K
|
-$902
|
-9
|
-20%
|
|
|
24
|
|
$110
|
–
|
–
|
–
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.15M
|
-21,535
|
Closed
|
|
