|
1
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$110M
|
+$7.57M
|
+75,507
|
+7%
|
|
|
2
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$27.4M
|
-$3.23M
|
-32,242
|
-11%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.1M
|
+$5.84M
|
+58,294
|
+29%
|
|
|
4
|
Little House Capital
Braintree,
Massachusetts
|
$10.2M
|
+$717K
|
+7,159
|
+8%
|
|
|
5
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$8.63M
|
+$253K
|
+2,529
|
+3%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.65M
|
+$711K
|
+7,091
|
+14%
|
|
|
7
|
Magnus Financial Group
New York
|
$5.43M
|
+$2.39M
|
+23,854
|
+79%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$3.63M
|
+$1.01M
|
+10,103
|
+39%
|
|
|
9
|
Silver Oak Securities
Jackson,
Tennessee
|
$3.41M
|
+$3.41M
|
+33,999
|
New
|
|
|
10
|
Teramo Advisors
Naples,
Florida
|
$2.5M
|
+$1.5M
|
+15,000
|
+150%
|
|
|
11
|
Atria Wealth Solutions
New York
|
$1.05M
|
+$218K
|
+2,173
|
+26%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$884K
|
+$884K
|
+8,824
|
New
|
|
|
13
|
|
$769K
|
-$3.73M
|
-37,208
|
-83%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$758K
|
+$758K
|
+7,566
|
New
|
|
|
15
|
Pathstone Family Office
Englewood,
New Jersey
|
$697K
|
+$2.6K
|
+26
|
+0.4%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$657K
|
-$2K
|
-20
|
-0.3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$555K
|
+$513K
|
+5,123
|
+1,234%
|
|
|
18
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$500K
|
+$75K
|
+748
|
+18%
|
|
|
19
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$450K
|
+$450K
|
+4,492
|
New
|
|
|
20
|
Retirement Capital Strategies
San Jose,
California
|
$418K
|
-$14.7K
|
-147
|
-3%
|
|
|
21
|
Oppenheimer & Co
New York
|
$351K
|
+$351K
|
+3,500
|
New
|
|
|
22
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$271K
|
+$271K
|
+2,707
|
New
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$230K
|
+$230K
|
+2,298
|
New
|
|
|
24
|
Worth Asset Management
Dallas,
Texas
|
$42K
|
+$42.2K
|
+421
|
New
|
|
