|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$518M
|
+$12.9M
|
+219,122
|
+3%
|
|
|
2
|
Vident Advisory
Alpharetta,
Georgia
|
$55.1M
|
+$359K
|
+6,112
|
+0.7%
|
|
|
3
|
|
$7.42M
|
-$500K
|
-8,516
|
-7%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.73M
|
+$736K
|
+12,543
|
+41%
|
|
|
5
|
Willner & Heller
Encino,
California
|
$875K
|
+$80.8K
|
+1,378
|
+11%
|
|
|
6
|
Sapient Capital
Indianapolis,
Indiana
|
$830K
|
+$773K
|
+13,174
|
New
|
|
|
7
|
Strategic Blueprint
Atlanta,
Georgia
|
$615K
|
+$572K
|
+9,759
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$591K
|
+$133K
|
+2,271
|
+32%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$589K
|
-$59
|
-1
|
-0%
|
|
|
10
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$417K
|
+$411
|
+7
|
+0.1%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$414K
|
+$20.6K
|
+352
|
+6%
|
|
|
12
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$398K
|
+$371K
|
+6,331
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$278K
|
–
|
–
|
–
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$278K
|
+$59
|
+1
|
+0%
|
|
|
15
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$261K
|
–
|
–
|
–
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$232K
|
–
|
–
|
–
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$212K
|
-$13.1K
|
-223
|
-6%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$176K
|
-$6.57K
|
-112
|
-4%
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$103K
|
+$95.9K
|
+1,635
|
New
|
|
|
20
|
Kings Path Partners
Sugar Land,
Texas
|
$76.1K
|
–
|
–
|
–
|
|
|
21
|
Private Wealth Management Group
Princeton,
New Jersey
|
$69.6K
|
–
|
–
|
–
|
|
|
22
|
Nova Wealth Management
Bonita Springs,
Florida
|
$46.9K
|
-$1.23K
|
-21
|
-3%
|
|
|
23
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$15.6K
|
-$293
|
-5
|
-2%
|
|
|
24
|
|
$15.4K
|
–
|
–
|
–
|
|
|
25
|
4Thought Financial Group
Syosset,
New York
|
$11.8K
|
+$5.1K
|
+87
|
+87%
|
|
