|
1
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$77.2M
|
-$11.3M
|
-112,242
|
-13%
|
|
|
2
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$32.7M
|
-$5.62M
|
-56,064
|
-15%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.2M
|
+$2.56M
|
+25,522
|
+10%
|
|
|
4
|
Little House Capital
Braintree,
Massachusetts
|
$9.53M
|
-$1.12M
|
-11,135
|
-10%
|
|
|
5
|
|
$7.91M
|
+$7.6M
|
+75,790
|
+2,328%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.96M
|
-$1.5M
|
-14,966
|
-20%
|
|
|
7
|
CIC Wealth
Rockville,
Maryland
|
$5.48M
|
-$177K
|
-1,767
|
-3%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$4.68M
|
+$1.04M
|
+10,414
|
+29%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.46M
|
+$546K
|
+5,443
|
+19%
|
|
|
10
|
Silver Oak Securities
Jackson,
Tennessee
|
$3.26M
|
-$12.1K
|
-121
|
-0.4%
|
|
|
11
|
Teramo Advisors
Naples,
Florida
|
$3M
|
+$501K
|
+5,000
|
+20%
|
|
|
12
|
Magnus Financial Group
New York
|
$2.83M
|
+$97K
|
+967
|
+4%
|
|
|
13
|
Signet Financial Management
Parsippany,
New Jersey
|
$2.48M
|
+$2.48M
|
+24,740
|
New
|
|
|
14
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$2.35M
|
+$60K
|
+598
|
+3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.22M
|
+$307K
|
+3,064
|
+34%
|
|
|
16
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.2M
|
+$1.21M
|
+12,027
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.08M
|
+$282K
|
+2,815
|
+35%
|
|
|
18
|
Atria Wealth Solutions
New York
|
$1.05M
|
-$57.8K
|
-576
|
-5%
|
|
|
19
|
Flow Traders U.S.
New York
|
$914K
|
-$5.32K
|
-53
|
-0.6%
|
|
|
20
|
Pathstone Family Office
Englewood,
New Jersey
|
$910K
|
+$208K
|
+2,075
|
+30%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$444K
|
-$186K
|
-1,856
|
-30%
|
|
|
22
|
Retirement Capital Strategies
San Jose,
California
|
$400K
|
-$18K
|
-179
|
-4%
|
|
|
23
|
Prosperity Financial Group
San Ramon,
California
|
$387K
|
+$39.5K
|
+394
|
+11%
|
|
|
24
|
Waterloo Capital
Austin,
Texas
|
$381K
|
+$382K
|
+3,809
|
New
|
|
|
25
|
Oppenheimer & Co
New York
|
$375K
|
-$702K
|
-7,000
|
-65%
|
|
