|
1
|
Tectonic Advisors
Frisco,
Texas
|
$21.3M
|
-$330K
|
-10,127
|
-1%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$18.7M
|
-$217K
|
-6,658
|
-1%
|
|
|
3
|
St. James Investment Company
Southlake,
Texas
|
$10.7M
|
-$65.2K
|
-2,000
|
-0.6%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.14M
|
+$47.4K
|
+1,455
|
+1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.86M
|
+$285K
|
+8,733
|
+8%
|
|
|
6
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$2.37M
|
+$42.3K
|
+1,298
|
+2%
|
|
|
7
|
Global View Capital Management
Waukesha,
Wisconsin
|
$2.05M
|
+$2.11M
|
+64,736
|
New
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$1.79M
|
+$1.85M
|
+56,922
|
New
|
|
|
9
|
FullCircle Wealth
Dallas,
Texas
|
$994K
|
+$76K
|
+2,334
|
+8%
|
|
|
10
|
GTS Securities
Miami,
Florida
|
$661K
|
-$145K
|
-4,448
|
-17%
|
|
|
11
|
Castleview Partners
Dallas,
Texas
|
$576K
|
-$16.4K
|
-504
|
-3%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$504K
|
+$93K
|
+2,855
|
+22%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$409K
|
-$50.8K
|
-1,559
|
-11%
|
|
|
14
|
VisionPoint Advisory Group
Dallas,
Texas
|
$178K
|
+$63.1K
|
+1,936
|
+53%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.45K
|
-$20.8K
|
-639
|
-68%
|
|
|
16
|
Avior Wealth Management
Omaha,
Nebraska
|
$629
|
–
|
–
|
–
|
|
|
17
|
|
$40
|
–
|
–
|
–
|
|
|
18
|
Absolute Investment Advisers
Rosemary Beach,
Florida
|
–
|
-$1.18M
|
-36,000
|
Closed
|
|
|
19
|
49 Wealth Management
Austin,
Texas
|
–
|
-$281K
|
-8,585
|
Closed
|
|
|
20
|
|
–
|
-$231K
|
-7,047
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$127K
|
-3,873
|
Closed
|
|
