|
1
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$102M
|
-$725K
|
-7,244
|
-0.7%
|
|
|
2
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$30.7M
|
+$8.77M
|
+87,607
|
+40%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.3M
|
+$16.4M
|
+163,835
|
+425%
|
|
|
4
|
Little House Capital
Braintree,
Massachusetts
|
$9.47M
|
+$5.58M
|
+55,690
|
+143%
|
|
|
5
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$8.38M
|
+$2.12M
|
+21,169
|
+34%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.94M
|
+$2.55M
|
+25,513
|
+107%
|
|
|
7
|
|
$4.5M
|
-$2.96M
|
-29,560
|
-40%
|
|
|
8
|
Magnus Financial Group
New York
|
$3.04M
|
+$919K
|
+9,175
|
+43%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$2.62M
|
+$2.29M
|
+22,877
|
+700%
|
|
|
10
|
Teramo Advisors
Naples,
Florida
|
$1M
|
–
|
–
|
–
|
|
|
11
|
Atria Wealth Solutions
New York
|
$836K
|
-$604K
|
-6,031
|
-42%
|
|
|
12
|
Pathstone Family Office
Englewood,
New Jersey
|
$695K
|
+$244K
|
+2,437
|
+54%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$659K
|
+$659K
|
+6,580
|
New
|
|
|
14
|
Pinnacle Private Wealth
Andover,
Massachusetts
|
$447K
|
-$40.4K
|
-404
|
-8%
|
|
|
15
|
Retirement Capital Strategies
San Jose,
California
|
$433K
|
+$433K
|
+4,323
|
New
|
|
|
16
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$425K
|
+$425K
|
+4,242
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42K
|
+$41.6K
|
+415
|
New
|
|
|
18
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
–
|
-$500K
|
-5,000
|
Closed
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$320K
|
-3,193
|
Closed
|
|
|
20
|
Rockefeller Capital Management
New York
|
–
|
-$174K
|
-1,739
|
-100%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$95K
|
-950
|
Closed
|
|
