|
1
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$81.1M
|
+$1.2M
|
+48,055
|
+1%
|
|
|
2
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$8.62M
|
-$499K
|
-19,985
|
-5%
|
|
|
3
|
Stapp Wealth Management
Olympia,
Washington
|
$5.14M
|
+$462K
|
+18,499
|
+10%
|
|
|
4
|
Brightwater Advisory
Tampa,
Florida
|
$4.41M
|
+$213K
|
+8,547
|
+5%
|
|
|
5
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$3.86M
|
+$3.88M
|
+155,711
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.04M
|
-$23K
|
-921
|
-0.7%
|
|
|
7
|
|
$2.98M
|
+$3M
|
+120,325
|
New
|
|
|
8
|
ORG Wealth Partners
Dallas,
Texas
|
$1.21M
|
-$3.57K
|
-143
|
-0.3%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$624K
|
+$249
|
+10
|
+0%
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$605K
|
-$37.5K
|
-1,503
|
-6%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$514K
|
+$20.6K
|
+825
|
+4%
|
|
|
12
|
Ausdal Financial Partners
Davenport,
Iowa
|
$479K
|
+$9.26K
|
+371
|
+2%
|
|
|
13
|
ORG Partners
Roanoke,
Indiana
|
$439K
|
+$25.6K
|
+1,027
|
+6%
|
|
|
14
|
Bellecapital
Zurich,
Switzerland
|
$399K
|
+$68.3K
|
+2,739
|
+21%
|
|
|
15
|
Maridea Wealth Management
Brooklyn,
New York
|
$371K
|
+$373K
|
+14,953
|
New
|
|
|
16
|
Atria Wealth Solutions
New York
|
$368K
|
+$175
|
+7
|
+0%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$351K
|
-$154K
|
-6,179
|
-30%
|
|
|
18
|
Moors & Cabot
Boston,
Massachusetts
|
$347K
|
+$24.9K
|
+1,000
|
+8%
|
|
|
19
|
Mutual Advisors
Omaha,
Nebraska
|
$346K
|
+$36.4K
|
+1,461
|
+12%
|
|
|
20
|
|
$228K
|
-$822K
|
-32,940
|
-78%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$121K
|
+$121K
|
+4,867
|
New
|
|
|
22
|
Colonial Trust
Spartanburg,
South Carolina
|
$81.7K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$19.7K
|
+$14K
|
+562
|
+242%
|
|
|
24
|
|
$12.1K
|
–
|
–
|
–
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$7.44K
|
-$748
|
-30
|
-9%
|
|
