|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$86.9M
|
+$2.56M
|
+87,876
|
+3%
|
|
|
2
|
TAP Consulting
Kirkwood,
Missouri
|
$4.72M
|
+$437K
|
+14,969
|
+10%
|
|
|
3
|
|
$1.96M
|
-$235K
|
-8,062
|
-10%
|
|
|
4
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$1.39M
|
+$191K
|
+6,528
|
+15%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.3M
|
+$107K
|
+3,656
|
+9%
|
|
|
6
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$525K
|
–
|
–
|
–
|
|
|
7
|
Strategic Blueprint
Atlanta,
Georgia
|
$446K
|
-$53.8K
|
-1,843
|
-10%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$385K
|
-$43.4K
|
-1,486
|
-10%
|
|
|
9
|
Firestone Capital Management
Coral Gables,
Florida
|
$321K
|
+$16.6K
|
+570
|
+5%
|
|
|
10
|
Appleton Partners
Boston,
Massachusetts
|
$269K
|
-$52.8K
|
-1,810
|
-16%
|
|
|
11
|
Focus Financial Network
Minneapolis,
Minnesota
|
$264K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$181K
|
+$10.5K
|
+361
|
+6%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$84.8K
|
+$15.1K
|
+516
|
+21%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$52.9K
|
-$6.04K
|
-207
|
-10%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.2K
|
-$4.52K
|
-155
|
-10%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21K
|
+$21.2K
|
+728
|
New
|
|
|
17
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.52K
|
+$1.58K
|
+54
|
New
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$761
|
–
|
–
|
–
|
|
|
19
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
–
|
-$246K
|
-8,763
|
Closed
|
|
