|
1
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$15M
|
–
|
–
|
–
|
|
|
2
|
Bouchey Financial Group
Troy,
New York
|
$9.43M
|
-$3.29M
|
-45,995
|
-26%
|
|
|
3
|
RPG Investment Advisory
Pleasanton,
California
|
$8.42M
|
-$1.01M
|
-14,099
|
-11%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.57M
|
+$557K
|
+7,791
|
+11%
|
|
|
5
|
Credit Suisse
Zurich,
Switzerland
|
$5.15M
|
+$2.76M
|
+38,599
|
+111%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$3.23M
|
+$815K
|
+11,406
|
+33%
|
|
|
7
|
CIBC Bank USA
Chicago,
Illinois
|
$2.48M
|
+$20K
|
+280
|
+0.8%
|
|
|
8
|
|
$1.5M
|
-$161K
|
-2,256
|
-10%
|
|
|
9
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$1.21M
|
-$30.7K
|
-430
|
-2%
|
|
|
10
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$1.2M
|
-$35.7K
|
-500
|
-3%
|
|
|
11
|
SOL Capital Management
Rockville,
Maryland
|
$844K
|
–
|
–
|
–
|
|
|
12
|
Cutler Group
San Francisco,
California
|
$822K
|
-$235K
|
-3,281
|
-22%
|
|
|
13
|
Miracle Mile Advisors
Los Angeles,
California
|
$758K
|
–
|
–
|
–
|
|
|
14
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$728K
|
+$25K
|
+350
|
+4%
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$617K
|
-$79.2K
|
-1,108
|
-12%
|
|
|
16
|
|
$584K
|
+$593K
|
+8,300
|
New
|
|
|
17
|
Wolverine Asset Management
Chicago,
Illinois
|
$562K
|
+$390K
|
+5,449
|
+213%
|
|
|
18
|
Chicago Capital
Chicago,
Illinois
|
$506K
|
–
|
–
|
–
|
|
|
19
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$422K
|
–
|
–
|
–
|
|
|
20
|
Premia Global Advisors
Coral Gables,
Florida
|
$354K
|
–
|
–
|
–
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$320K
|
+$168K
|
+2,346
|
+106%
|
|
|
22
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$317K
|
-$95.9K
|
-1,342
|
-23%
|
|
|
23
|
Virtus ETF Advisers
New York
|
$312K
|
-$564K
|
-7,893
|
-64%
|
|
|
24
|
|
$310K
|
+$315K
|
+4,404
|
New
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$280K
|
–
|
–
|
–
|
|
