|
1
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$32.1M
|
+$6.19M
|
+250,218
|
+23%
|
|
|
2
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$9.28M
|
+$9.42M
|
+380,898
|
New
|
|
|
3
|
Stapp Wealth Management
Olympia,
Washington
|
$4.03M
|
+$4.09M
|
+165,417
|
New
|
|
|
4
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$3.73M
|
+$2.67M
|
+108,169
|
+242%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.59M
|
-$92.8K
|
-3,754
|
-3%
|
|
|
6
|
ORG Partners
Roanoke,
Indiana
|
$1.32M
|
+$1.28M
|
+51,934
|
+2,485%
|
|
|
7
|
|
$1.09M
|
-$835K
|
-33,781
|
-43%
|
|
|
8
|
Moors & Cabot
Boston,
Massachusetts
|
$935K
|
+$417K
|
+16,850
|
+78%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$662K
|
+$81.8K
|
+3,310
|
+14%
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$641K
|
-$40.1K
|
-1,620
|
-6%
|
|
|
11
|
Atria Wealth Solutions
New York
|
$463K
|
-$40.7K
|
-1,646
|
-8%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$272K
|
-$43.9K
|
-1,774
|
-14%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$156K
|
+$2.47K
|
+100
|
+2%
|
|
|
14
|
Colonial Trust
Spartanburg,
South Carolina
|
$66.9K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.29K
|
+$1.31K
|
+53
|
New
|
|
|
16
|
|
$366
|
+$371
|
+15
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$2.47M
|
-98,563
|
Closed
|
|
