|
1
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$88.4M
|
-$21.3M
|
-212,764
|
-19%
|
|
|
2
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$38.3M
|
+$10.9M
|
+108,644
|
+40%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.6M
|
+$529K
|
+5,272
|
+2%
|
|
|
4
|
Little House Capital
Braintree,
Massachusetts
|
$10.6M
|
+$462K
|
+4,611
|
+5%
|
|
|
5
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$8.79M
|
+$161K
|
+1,608
|
+2%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.46M
|
+$1.82M
|
+18,127
|
+32%
|
|
|
7
|
CIC Wealth
Rockville,
Maryland
|
$5.65M
|
+$5.66M
|
+56,455
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$3.64M
|
+$9.12K
|
+91
|
+0.3%
|
|
|
9
|
Silver Oak Securities
Jackson,
Tennessee
|
$3.27M
|
-$135K
|
-1,343
|
-4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.91M
|
+$2.03M
|
+20,264
|
+230%
|
|
|
11
|
Magnus Financial Group
New York
|
$2.73M
|
-$2.7M
|
-26,894
|
-50%
|
|
|
12
|
Teramo Advisors
Naples,
Florida
|
$2.5M
|
–
|
–
|
–
|
|
|
13
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$2.29M
|
+$2.29M
|
+22,858
|
New
|
|
|
14
|
Atria Wealth Solutions
New York
|
$1.11M
|
+$55.5K
|
+553
|
+5%
|
|
|
15
|
Oppenheimer & Co
New York
|
$1.08M
|
+$727K
|
+7,250
|
+207%
|
|
|
16
|
Flow Traders U.S.
New York
|
$920K
|
+$921K
|
+9,186
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$913K
|
+$359K
|
+3,583
|
+65%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$798K
|
+$40.4K
|
+403
|
+5%
|
|
|
19
|
Pathstone Family Office
Englewood,
New Jersey
|
$702K
|
+$5.32K
|
+53
|
+0.8%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$630K
|
-$27.1K
|
-270
|
-4%
|
|
|
21
|
WealthPLAN Partners
Omaha,
Nebraska
|
$481K
|
+$481K
|
+4,794
|
New
|
|
|
22
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$481K
|
+$30.3K
|
+302
|
+7%
|
|
|
23
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$456K
|
-$44.1K
|
-440
|
-9%
|
|
|
24
|
Retirement Capital Strategies
San Jose,
California
|
$418K
|
–
|
–
|
–
|
|
|
25
|
Prosperity Financial Group
San Ramon,
California
|
$347K
|
+$348K
|
+3,469
|
New
|
|
