|
1
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$56.7M
|
+$24M
|
+936,086
|
+72%
|
|
|
2
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$9.37M
|
-$305K
|
-11,901
|
-3%
|
|
|
3
|
Stapp Wealth Management
Olympia,
Washington
|
$4.72M
|
+$121K
|
+4,737
|
+3%
|
|
|
4
|
Brightwater Advisory
Tampa,
Florida
|
$3.14M
|
+$3.16M
|
+123,249
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.01M
|
+$222K
|
+8,664
|
+8%
|
|
|
6
|
ORG Partners
Roanoke,
Indiana
|
$1.57M
|
+$1.59M
|
+61,890
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$620K
|
-$107K
|
-4,184
|
-15%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$613K
|
+$617K
|
+24,068
|
New
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$560K
|
+$271K
|
+10,577
|
+93%
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$527K
|
-$128K
|
-5,002
|
-19%
|
|
|
11
|
Atria Wealth Solutions
New York
|
$367K
|
-$107K
|
-4,173
|
-22%
|
|
|
12
|
|
$341K
|
-$874K
|
-34,075
|
-72%
|
|
|
13
|
Mutual Advisors
Omaha,
Nebraska
|
$293K
|
+$3.51K
|
+137
|
+1%
|
|
|
14
|
Moors & Cabot
Boston,
Massachusetts
|
$265K
|
-$487K
|
-19,000
|
-65%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$230K
|
+$232K
|
+9,053
|
New
|
|
|
16
|
Colonial Trust
Spartanburg,
South Carolina
|
$79.9K
|
+$11.5K
|
+448
|
+16%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$33.8K
|
-$103K
|
-4,000
|
-75%
|
|
|
18
|
|
$12.4K
|
–
|
–
|
–
|
|
