|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$349M
|
-$15.9M
|
-436,163
|
-4%
|
|
|
2
|
Vident Advisory
Alpharetta,
Georgia
|
$17.6M
|
-$597K
|
-16,378
|
-3%
|
|
|
3
|
|
$3.91M
|
+$1.47M
|
+40,261
|
+59%
|
|
|
4
|
Flow Traders U.S.
New York
|
$1.4M
|
-$1.82M
|
-49,854
|
-56%
|
|
|
5
|
WorthPointe
La Jolla,
California
|
$1.32M
|
-$603K
|
-16,551
|
-31%
|
|
|
6
|
Sapient Capital
Indianapolis,
Indiana
|
$1.27M
|
–
|
–
|
–
|
|
|
7
|
Atomi Financial Group
New York
|
$1.08M
|
+$1.09M
|
+29,922
|
New
|
|
|
8
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.04M
|
+$105K
|
+2,883
|
+11%
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
$818K
|
-$7.33K
|
-201
|
-0.9%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$610K
|
-$387K
|
-10,603
|
-39%
|
|
|
11
|
Farther Finance Advisors
San Francisco,
California
|
$589K
|
+$590K
|
+16,178
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$536K
|
+$87.6K
|
+2,402
|
+19%
|
|
|
13
|
TrustWell Financial Advisors
Jacksonville,
Florida
|
$433K
|
-$30.5K
|
-837
|
-7%
|
|
|
14
|
OneAscent Financial Services
Birmingham,
Alabama
|
$342K
|
+$346K
|
+9,481
|
New
|
|
|
15
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$312K
|
+$547
|
+15
|
+0.2%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$279K
|
-$293K
|
-8,030
|
-51%
|
|
|
17
|
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
|
$268K
|
+$323K
|
+8,862
|
New
|
|
|
18
|
Insight Wealth Partners
Plano,
Texas
|
$225K
|
+$2.55K
|
+70
|
+1%
|
|
|
19
|
MAI Capital Management
Independence,
Ohio
|
$212K
|
–
|
–
|
–
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$125K
|
-$2.99K
|
-82
|
-2%
|
|
|
21
|
|
$91.6K
|
+$79.5K
|
+2,181
|
+613%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$77.8K
|
+$78.5K
|
+2,154
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$49K
|
–
|
–
|
–
|
|
|
24
|
Kings Path Partners
Sugar Land,
Texas
|
$40.4K
|
–
|
–
|
–
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$27.6K
|
+$27.8K
|
+763
|
New
|
|
