|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$474M
|
+$12.2M
|
+276,734
|
+3%
|
|
|
2
|
Vident Advisory
Alpharetta,
Georgia
|
$3.23M
|
+$2.37M
|
+53,771
|
+261%
|
|
|
3
|
|
$2.03M
|
+$2.05M
|
+46,683
|
New
|
|
|
4
|
WorthPointe
La Jolla,
California
|
$1.96M
|
+$167K
|
+3,806
|
+9%
|
|
|
5
|
TrueWealth Advisors
Birmingham,
Alabama
|
$1.31M
|
+$1.33M
|
+30,289
|
New
|
|
|
6
|
Insight Wealth Partners
Plano,
Texas
|
$885K
|
+$23.8K
|
+541
|
+3%
|
|
|
7
|
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
|
$441K
|
-$98.9K
|
-2,248
|
-18%
|
|
|
8
|
5T Wealth
Napa,
California
|
$426K
|
+$61.4K
|
+1,396
|
+17%
|
|
|
9
|
|
$425K
|
+$82.3K
|
+1,871
|
+24%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$366K
|
+$12.1K
|
+274
|
+3%
|
|
|
11
|
Strategic Blueprint
Atlanta,
Georgia
|
$308K
|
+$13.8K
|
+314
|
+5%
|
|
|
12
|
Crumly & Associates
Springfield,
Illinois
|
$287K
|
–
|
–
|
–
|
|
|
13
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$214K
|
–
|
–
|
–
|
|
|
14
|
|
$208K
|
+$212K
|
+4,811
|
New
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$136K
|
+$138K
|
+3,130
|
New
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$89.2K
|
+$90.5K
|
+2,057
|
New
|
|
|
17
|
Colonial Trust
Spartanburg,
South Carolina
|
$55.4K
|
–
|
–
|
–
|
|
|
18
|
|
$36.9K
|
+$37.3K
|
+848
|
+84,800%
|
|
|
19
|
MAI Capital Management
Independence,
Ohio
|
$36.4K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.69K
|
-$968
|
-22
|
-17%
|
|
|
21
|
Inspire Investing
Meridian,
Idaho
|
$2
|
–
|
–
|
–
|
|
|
22
|
Plan A Wealth
Lincoln,
Nebraska
|
–
|
-$364K
|
-8,241
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$14K
|
-318
|
Closed
|
|
|
24
|
Garner Asset Management Corp
Plano,
Texas
|
–
|
-$4.42K
|
-100
|
Closed
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
–
|
-$38
|
-1
|
Closed
|
|
