|
1
|
Tectonic Advisors
Frisco,
Texas
|
$22.4M
|
-$562K
|
-17,093
|
-3%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$22.3M
|
+$1.99M
|
+60,429
|
+10%
|
|
|
3
|
St. James Investment Company
Southlake,
Texas
|
$11.4M
|
-$184K
|
-5,610
|
-2%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.06M
|
+$6.8M
|
+206,774
|
+68,925%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.53M
|
+$44.9K
|
+1,365
|
+1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.9M
|
-$266K
|
-8,077
|
-7%
|
|
|
7
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$2.67M
|
+$102K
|
+3,102
|
+4%
|
|
|
8
|
Global View Capital Management
Waukesha,
Wisconsin
|
$2.12M
|
-$85.1K
|
-2,587
|
-4%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$1.92M
|
-$22.8K
|
-694
|
-1%
|
|
|
10
|
Fortis Group Advisors
Westwood,
New Jersey
|
$1.88M
|
+$1.81M
|
+55,158
|
New
|
|
|
11
|
FullCircle Wealth
Dallas,
Texas
|
$1.21M
|
+$198K
|
+6,023
|
+20%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$726K
|
+$701K
|
+21,309
|
New
|
|
|
13
|
Castleview Partners
Dallas,
Texas
|
$606K
|
-$14.7K
|
-447
|
-2%
|
|
|
14
|
GTS Securities
Miami,
Florida
|
$497K
|
-$210K
|
-6,395
|
-30%
|
|
|
15
|
|
$285K
|
+$275K
|
+8,357
|
New
|
|
|
16
|
GWN Securities
Palm Beach Gardens,
Florida
|
$258K
|
+$249K
|
+7,581
|
New
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.38K
|
+$3.29K
|
+100
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$648
|
+$625
|
+19
|
New
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$504K
|
-16,014
|
Closed
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$409K
|
-12,996
|
Closed
|
|
|
21
|
VisionPoint Advisory Group
Dallas,
Texas
|
–
|
-$178K
|
-5,618
|
Closed
|
|
|
22
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
-$629
|
-20
|
Closed
|
|
|
23
|
|
–
|
-$40
|
-1
|
Closed
|
|
