|
1
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$75.2M
|
+$879K
|
+39,565
|
+1%
|
|
|
2
|
Blueprint Financial Advisors
Greensboto,
North Carolina
|
$66.1M
|
+$304K
|
+13,697
|
+0.5%
|
|
|
3
|
Stapp Wealth Management
Olympia,
Washington
|
$5.17M
|
-$85.1K
|
-3,832
|
-2%
|
|
|
4
|
Brightwater Advisory
Tampa,
Florida
|
$4.42M
|
+$210K
|
+9,436
|
+5%
|
|
|
5
|
Ausdal Financial Partners
Davenport,
Iowa
|
$4.32M
|
+$633K
|
+28,497
|
+18%
|
|
|
6
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$3.84M
|
+$272K
|
+12,250
|
+8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.25M
|
+$17.1K
|
+768
|
+0.8%
|
|
|
8
|
Mutual Advisors
Omaha,
Nebraska
|
$392K
|
+$17.9K
|
+805
|
+5%
|
|
|
9
|
|
$366K
|
+$354K
|
+15,953
|
New
|
|
|
10
|
Bellecapital
Zurich,
Switzerland
|
$306K
|
–
|
–
|
–
|
|
|
11
|
Maridea Wealth Management
Brooklyn,
New York
|
$210K
|
-$132K
|
-5,940
|
-39%
|
|
|
12
|
Colonial Trust
Spartanburg,
South Carolina
|
$80.5K
|
+$5.4K
|
+243
|
+7%
|
|
|
13
|
ORG Wealth Partners
Dallas,
Texas
|
$62K
|
-$493K
|
-22,187
|
-89%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$22.4K
|
+$21.7K
|
+978
|
New
|
|
|
15
|
|
$11.2K
|
–
|
–
|
–
|
|
|
16
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$7.69K
|
+$7.44K
|
+335
|
New
|
|
|
17
|
Tower Research Capital (TRC)
New York
|
$1.79K
|
+$1.73K
|
+78
|
New
|
|
|
18
|
Solstein Capital
Menlo Park,
California
|
$551
|
–
|
–
|
–
|
|
|
19
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$488K
|
-21,709
|
Closed
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$401K
|
-17,848
|
Closed
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$350K
|
-15,571
|
Closed
|
|
|
22
|
Atria Wealth Solutions
New York
|
–
|
-$340K
|
-15,129
|
Closed
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$326K
|
-14,495
|
Closed
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$265K
|
-11,784
|
Closed
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$22.7K
|
-1,010
|
Closed
|
|
