|
1
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$80M
|
+$24.5M
|
+996,182
|
+45%
|
|
|
2
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$9.12M
|
-$11.2K
|
-457
|
-0.1%
|
|
|
3
|
Stapp Wealth Management
Olympia,
Washington
|
$4.68M
|
+$81.5K
|
+3,318
|
+2%
|
|
|
4
|
Brightwater Advisory
Tampa,
Florida
|
$4.2M
|
+$1.13M
|
+46,111
|
+37%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.07M
|
+$137K
|
+5,575
|
+5%
|
|
|
6
|
ORG Wealth Partners
Dallas,
Texas
|
$1.21M
|
+$1.2M
|
+48,881
|
New
|
|
|
7
|
|
$1.05M
|
+$706K
|
+28,755
|
+215%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$643K
|
+$45.6K
|
+1,856
|
+8%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$612K
|
+$77.1K
|
+3,141
|
+14%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$504K
|
-$99.2K
|
-4,040
|
-17%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$494K
|
-$19.7K
|
-802
|
-4%
|
|
|
12
|
Ausdal Financial Partners
Davenport,
Iowa
|
$470K
|
+$465K
|
+18,941
|
New
|
|
|
13
|
ORG Partners
Roanoke,
Indiana
|
$413K
|
-$1.11M
|
-45,230
|
-73%
|
|
|
14
|
Atria Wealth Solutions
New York
|
$368K
|
+$10.1K
|
+410
|
+3%
|
|
|
15
|
Bellecapital
Zurich,
Switzerland
|
$331K
|
+$328K
|
+13,343
|
New
|
|
|
16
|
Moors & Cabot
Boston,
Massachusetts
|
$322K
|
+$63.9K
|
+2,600
|
+25%
|
|
|
17
|
Mutual Advisors
Omaha,
Nebraska
|
$301K
|
+$18.4K
|
+750
|
+6%
|
|
|
18
|
Bessemer Group
Woodbridge,
New Jersey
|
$211K
|
+$209K
|
+8,500
|
New
|
|
|
19
|
Colonial Trust
Spartanburg,
South Carolina
|
$77.4K
|
–
|
–
|
–
|
|
|
20
|
|
$12.1K
|
–
|
–
|
–
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$8.18K
|
-$24.6K
|
-1,000
|
-75%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$5.75K
|
+$5.7K
|
+232
|
New
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$230K
|
-9,053
|
Closed
|
|
