|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$470M
|
+$15.8M
|
+356,074
|
+3%
|
|
|
2
|
WorthPointe
La Jolla,
California
|
$1.83M
|
+$1.83M
|
+41,360
|
New
|
|
|
3
|
Vident Advisory
Alpharetta,
Georgia
|
$912K
|
+$300K
|
+6,780
|
+49%
|
|
|
4
|
Insight Wealth Partners
Plano,
Texas
|
$877K
|
+$398K
|
+8,999
|
+83%
|
|
|
5
|
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
|
$548K
|
+$550K
|
+12,432
|
New
|
|
|
6
|
5T Wealth
Napa,
California
|
$372K
|
+$46.5K
|
+1,052
|
+14%
|
|
|
7
|
Plan A Wealth
Lincoln,
Nebraska
|
$364K
|
-$178K
|
-4,030
|
-33%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$361K
|
–
|
–
|
–
|
|
|
9
|
|
$351K
|
+$1.99K
|
+45
|
+0.6%
|
|
|
10
|
Strategic Blueprint
Atlanta,
Georgia
|
$299K
|
+$2.04K
|
+46
|
+0.7%
|
|
|
11
|
Crumly & Associates
Springfield,
Illinois
|
$292K
|
–
|
–
|
–
|
|
|
12
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$217K
|
-$46K
|
-1,040
|
-17%
|
|
|
13
|
Comerica Bank
Dallas,
Texas
|
$82.2K
|
-$4.16K
|
-94
|
-5%
|
|
|
14
|
Colonial Trust
Spartanburg,
South Carolina
|
$56.4K
|
–
|
–
|
–
|
|
|
15
|
MAI Capital Management
Independence,
Ohio
|
$37.1K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$14K
|
+$14.1K
|
+318
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.74K
|
+$5.75K
|
+130
|
New
|
|
|
18
|
Garner Asset Management Corp
Plano,
Texas
|
$4.42K
|
+$4.42K
|
+100
|
New
|
|
|
19
|
|
$62
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$38
|
–
|
–
|
–
|
|
|
21
|
Inspire Investing
Meridian,
Idaho
|
$2
|
–
|
–
|
–
|
|
|
22
|
|
–
|
-$884K
|
-19,979
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$561K
|
-12,673
|
Closed
|
|
