|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$531M
|
-$14.7M
|
-228,760
|
-3%
|
|
|
2
|
Vident Advisory
Alpharetta,
Georgia
|
$60.2M
|
+$2.08M
|
+32,355
|
+4%
|
|
|
3
|
|
$7.82M
|
–
|
–
|
–
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.73M
|
-$68.4K
|
-1,062
|
-2%
|
|
|
5
|
Willner & Heller
Encino,
California
|
$883K
|
-$38.6K
|
-600
|
-4%
|
|
|
6
|
Sapient Capital
Indianapolis,
Indiana
|
$875K
|
–
|
–
|
–
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$874K
|
+$848K
|
+13,162
|
New
|
|
|
8
|
Strategic Blueprint
Atlanta,
Georgia
|
$757K
|
+$106K
|
+1,640
|
+17%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$664K
|
+$39K
|
+605
|
+6%
|
|
|
10
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$460K
|
+$38.6K
|
+599
|
+9%
|
|
|
11
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$441K
|
+$837
|
+13
|
+0.2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$437K
|
+$644
|
+10
|
+0.2%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$334K
|
+$40.1K
|
+623
|
+14%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$293K
|
–
|
–
|
–
|
|
|
15
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$269K
|
-$6.12K
|
-95
|
-2%
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$245K
|
–
|
–
|
–
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$212K
|
-$11K
|
-171
|
-5%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$202K
|
+$195K
|
+3,034
|
New
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$185K
|
-$708
|
-11
|
-0.4%
|
|
|
20
|
Kings Path Partners
Sugar Land,
Texas
|
$80.2K
|
–
|
–
|
–
|
|
|
21
|
Private Wealth Management Group
Princeton,
New Jersey
|
$73.4K
|
–
|
–
|
–
|
|
|
22
|
|
$53.2K
|
+$35.8K
|
+556
|
+227%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$34.8K
|
+$33.7K
|
+524
|
New
|
|
|
24
|
Nova Wealth Management
Bonita Springs,
Florida
|
$33.7K
|
-$15.3K
|
-237
|
-32%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28K
|
+$27.3K
|
+424
|
New
|
|
