|
1
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$135M
|
+$135M
|
+1,351,572
|
New
|
|
|
2
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$7.7M
|
+$3.67M
|
+36,630
|
+91%
|
|
|
3
|
Magnus Financial Group
New York
|
$4.52M
|
+$92.1K
|
+920
|
+2%
|
|
|
4
|
|
$3.84M
|
+$1.69M
|
+16,925
|
+79%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.28M
|
+$1.37M
|
+13,710
|
+151%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.03M
|
+$1.26M
|
+12,569
|
+162%
|
|
|
7
|
Round Rock Advisors
Wilton,
Connecticut
|
$1.07M
|
+$1.07M
|
+10,703
|
New
|
|
|
8
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$501K
|
–
|
–
|
–
|
|
|
9
|
Retirement Capital Strategies
San Jose,
California
|
$448K
|
–
|
–
|
–
|
|
|
10
|
Rockefeller Capital Management
New York
|
$422K
|
+$14.6K
|
+146
|
+4%
|
|
|
11
|
WealthPLAN Partners
Omaha,
Nebraska
|
$314K
|
+$314K
|
+3,139
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$151K
|
-$318K
|
-3,179
|
-68%
|
|
|
13
|
Next Financial Group
Houston,
Texas
|
$59K
|
+$48.3K
|
+482
|
+434%
|
|
|
14
|
|
–
|
-$2.26M
|
-22,616
|
Closed
|
|
|
15
|
Laidlaw Wealth Management
New York City,
New York
|
–
|
-$229K
|
-2,283
|
Closed
|
|
