|
1
|
Blueprint Financial Advisors
Greensboto,
North Carolina
|
$13.1M
|
+$13.4M
|
+270,887
|
New
|
|
|
2
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$13.1M
|
+$13.4M
|
+270,887
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$8.63M
|
+$637K
|
+12,905
|
+8%
|
|
|
4
|
Solano Wealth Investment Advisors
Fairfield,
California
|
$1.31M
|
-$57.1K
|
-1,158
|
-4%
|
|
|
5
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$991K
|
+$526K
|
+10,656
|
+108%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$892K
|
+$911K
|
+18,470
|
New
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$626K
|
+$296
|
+6
|
+0%
|
|
|
8
|
Strategic Blueprint
Atlanta,
Georgia
|
$605K
|
+$618K
|
+12,526
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$533K
|
-$66.4K
|
-1,346
|
-11%
|
|
|
10
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$503K
|
-$71.5K
|
-1,449
|
-12%
|
|
|
11
|
ATLas Financial Planning
Alpharetta,
Georgia
|
$422K
|
–
|
–
|
–
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$345K
|
+$58.4K
|
+1,183
|
+20%
|
|
|
13
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$276K
|
+$1.04K
|
+21
|
+0.4%
|
|
|
14
|
Northwest Wealth Management
Spencer,
Iowa
|
$276K
|
+$1.04K
|
+21
|
+0.4%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$234K
|
+$239K
|
+4,842
|
New
|
|
|
16
|
Golden Bell Financial Planning
Alpharetta,
Georgia
|
$224K
|
–
|
–
|
–
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$223K
|
-$27.5K
|
-557
|
-11%
|
|
|
18
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$203K
|
+$207K
|
+4,201
|
New
|
|
|
19
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$85.4K
|
+$99
|
+2
|
+0.1%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$61.3K
|
-$13.1K
|
-265
|
-17%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.6K
|
+$24.7K
|
+500
|
+124%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$6.42K
|
+$6.22K
|
+126
|
+1,800%
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.84K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$15
|
–
|
–
|
–
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$756K
|
-16,090
|
Closed
|
|
