|
1
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$103M
|
-$29.2M
|
-291,955
|
-22%
|
|
|
2
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$21.9M
|
+$9.86M
|
+98,540
|
+82%
|
|
|
3
|
|
$7.45M
|
+$7.45M
|
+74,450
|
New
|
|
|
4
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$6.26M
|
+$6.26M
|
+62,496
|
New
|
|
|
5
|
Little House Capital
Braintree,
Massachusetts
|
$3.9M
|
+$3.89M
|
+38,907
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.86M
|
+$834K
|
+8,332
|
+28%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.38M
|
-$149K
|
-1,490
|
-6%
|
|
|
8
|
Magnus Financial Group
New York
|
$2.12M
|
-$931K
|
-9,299
|
-31%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$1.44M
|
+$1.44M
|
+14,380
|
New
|
|
|
10
|
Teramo Advisors
Naples,
Florida
|
$1M
|
–
|
–
|
–
|
|
|
11
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$500K
|
–
|
–
|
–
|
|
|
12
|
Pinnacle Private Wealth
Andover,
Massachusetts
|
$487K
|
-$4.7K
|
-47
|
-1%
|
|
|
13
|
Pathstone Family Office
Englewood,
New Jersey
|
$450K
|
+$450K
|
+4,500
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$327K
|
+$327K
|
+3,267
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$320K
|
+$320K
|
+3,193
|
New
|
|
|
16
|
WealthPLAN Partners
Omaha,
Nebraska
|
$314K
|
–
|
–
|
–
|
|
|
17
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$314K
|
+$314K
|
+3,139
|
New
|
|
|
18
|
Rockefeller Capital Management
New York
|
$174K
|
-$13.5K
|
-135
|
-7%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$95K
|
+$4.1K
|
+41
|
+5%
|
|
|
20
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$514K
|
-5,136
|
Closed
|
|
|
21
|
Round Rock Advisors
Wilton,
Connecticut
|
–
|
-$446K
|
-4,454
|
Closed
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$210K
|
-2,097
|
Closed
|
|
