|
1
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$72.8M
|
-$829K
|
-34,605
|
-1%
|
|
|
2
|
Blueprint Financial Advisors
Greensboto,
North Carolina
|
$64.5M
|
+$68.7M
|
+2,868,568
|
New
|
|
|
3
|
Stapp Wealth Management
Olympia,
Washington
|
$5.15M
|
+$530K
|
+22,097
|
+11%
|
|
|
4
|
Brightwater Advisory
Tampa,
Florida
|
$4.12M
|
+$128K
|
+5,353
|
+3%
|
|
|
5
|
Ausdal Financial Partners
Davenport,
Iowa
|
$3.59M
|
+$3.37M
|
+140,474
|
+727%
|
|
|
6
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$3.49M
|
-$12.6K
|
-527
|
-0.3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.19M
|
-$612K
|
-25,531
|
-21%
|
|
|
8
|
ORG Wealth Partners
Dallas,
Texas
|
$563K
|
-$571K
|
-23,842
|
-49%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$488K
|
+$23K
|
+961
|
+5%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$401K
|
+$428K
|
+17,848
|
New
|
|
|
11
|
Mutual Advisors
Omaha,
Nebraska
|
$351K
|
+$51.5K
|
+2,150
|
+16%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$350K
|
+$34.1K
|
+1,423
|
+10%
|
|
|
13
|
Atria Wealth Solutions
New York
|
$340K
|
+$7K
|
+292
|
+2%
|
|
|
14
|
Maridea Wealth Management
Brooklyn,
New York
|
$339K
|
+$3.5K
|
+146
|
+1%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$326K
|
+$231K
|
+9,628
|
+198%
|
|
|
16
|
Bellecapital
Zurich,
Switzerland
|
$300K
|
-$65.7K
|
-2,743
|
-17%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$265K
|
-$320K
|
-13,373
|
-53%
|
|
|
18
|
Colonial Trust
Spartanburg,
South Carolina
|
$74.4K
|
+$2.95K
|
+123
|
+4%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$22.7K
|
+$24.2K
|
+1,010
|
New
|
|
|
20
|
|
$11K
|
–
|
–
|
–
|
|
|
21
|
ORG Partners
Roanoke,
Indiana
|
$1.77K
|
-$422K
|
-17,608
|
-100%
|
|
|
22
|
Solstein Capital
Menlo Park,
California
|
$540
|
+$575
|
+24
|
New
|
|
|
23
|
Sound Financial Strategies Group
Madison,
Mississippi
|
–
|
-$8.62M
|
-347,608
|
Closed
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$605K
|
-24,421
|
Closed
|
|
|
25
|
Moors & Cabot
Boston,
Massachusetts
|
–
|
-$347K
|
-14,000
|
Closed
|
|
