|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$365M
|
-$11.6M
|
-296,741
|
-3%
|
|
|
2
|
Vident Advisory
Alpharetta,
Georgia
|
$21.9M
|
+$2.85M
|
+72,747
|
+15%
|
|
|
3
|
Flow Traders U.S.
New York
|
$2.51M
|
+$1M
|
+25,547
|
+66%
|
|
|
4
|
Atomi Financial Group
New York
|
$1.4M
|
+$230K
|
+5,854
|
+20%
|
|
|
5
|
Sapient Capital
Indianapolis,
Indiana
|
$1.38M
|
–
|
–
|
–
|
|
|
6
|
|
$1.37M
|
-$2.87M
|
-73,111
|
-68%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.18M
|
+$36.9K
|
+940
|
+3%
|
|
|
8
|
WorthPointe
La Jolla,
California
|
$1.08M
|
-$349K
|
-8,897
|
-24%
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
$868K
|
-$15.7K
|
-401
|
-2%
|
|
|
10
|
Farther Finance Advisors
San Francisco,
California
|
$629K
|
-$1.69K
|
-43
|
-0.3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$621K
|
+$41.8K
|
+1,065
|
+7%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$607K
|
+$610K
|
+15,557
|
New
|
|
|
13
|
|
$589K
|
+$592K
|
+15,087
|
New
|
|
|
14
|
OneAscent Financial Services
Birmingham,
Alabama
|
$407K
|
+$37.6K
|
+959
|
+10%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$390K
|
-$270K
|
-6,887
|
-41%
|
|
|
16
|
Insight Wealth Partners
Plano,
Texas
|
$358K
|
+$115K
|
+2,936
|
+47%
|
|
|
17
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$341K
|
+$4.27K
|
+109
|
+1%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$302K
|
–
|
–
|
–
|
|
|
19
|
TrustWell Financial Advisors
Jacksonville,
Florida
|
$300K
|
-$168K
|
-4,291
|
-36%
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
$229K
|
–
|
–
|
–
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$135K
|
-$588
|
-15
|
-0.4%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$94K
|
+$64.5K
|
+1,646
|
+216%
|
|
|
23
|
|
$79.5K
|
-$19.6K
|
-499
|
-20%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52K
|
-$1.02K
|
-26
|
-2%
|
|
|
25
|
Kings Path Partners
Sugar Land,
Texas
|
$43.7K
|
–
|
–
|
–
|
|
