|
1
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$33.6M
|
-$649K
|
-26,202
|
-2%
|
|
|
2
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$9.88M
|
-$23.4K
|
-947
|
-0.2%
|
|
|
3
|
Stapp Wealth Management
Olympia,
Washington
|
$4.7M
|
+$376K
|
+15,176
|
+9%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.85M
|
+$76.4K
|
+3,088
|
+3%
|
|
|
5
|
|
$1.23M
|
+$72.6K
|
+2,935
|
+7%
|
|
|
6
|
Moors & Cabot
Boston,
Massachusetts
|
$765K
|
-$222K
|
-8,950
|
-23%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$742K
|
+$34K
|
+1,372
|
+5%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$669K
|
-$13.8K
|
-556
|
-2%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$484K
|
-$10.4K
|
-421
|
-2%
|
|
|
10
|
Mutual Advisors
Omaha,
Nebraska
|
$299K
|
+$284K
|
+11,480
|
New
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$297K
|
+$6.43K
|
+260
|
+2%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$139K
|
-$26.5K
|
-1,070
|
-17%
|
|
|
13
|
Colonial Trust
Spartanburg,
South Carolina
|
$69.9K
|
–
|
–
|
–
|
|
|
14
|
|
$12.7K
|
+$11.7K
|
+473
|
+3,153%
|
|
|
15
|
ORG Partners
Roanoke,
Indiana
|
–
|
-$1.32M
|
-54,024
|
Closed
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.29K
|
-53
|
Closed
|
|
