|
1
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$50M
|
-$18.9M
|
-188,202
|
-27%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$30M
|
+$1.5M
|
+14,901
|
+5%
|
|
|
3
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$26.3M
|
+$12.4M
|
+123,665
|
+89%
|
|
|
4
|
|
$12M
|
-$387K
|
-3,849
|
-3%
|
|
|
5
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$11.4M
|
+$11.5M
|
+114,082
|
New
|
|
|
6
|
Little House Capital
Braintree,
Massachusetts
|
$9.73M
|
-$390K
|
-3,883
|
-4%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.95M
|
+$2.8M
|
+27,863
|
+67%
|
|
|
8
|
CIC Wealth
Rockville,
Maryland
|
$5.29M
|
-$138K
|
-1,376
|
-3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.19M
|
+$843K
|
+8,392
|
+19%
|
|
|
10
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$3.56M
|
+$1.03M
|
+10,252
|
+41%
|
|
|
11
|
Silver Oak Securities
Jackson,
Tennessee
|
$3.41M
|
-$2.31K
|
-23
|
-0.1%
|
|
|
12
|
Teramo Advisors
Naples,
Florida
|
$3.01M
|
–
|
–
|
–
|
|
|
13
|
Signet Financial Management
Parsippany,
New Jersey
|
$2.79M
|
+$160K
|
+1,597
|
+6%
|
|
|
14
|
Magnus Financial Group
New York
|
$1.97M
|
-$276K
|
-2,751
|
-12%
|
|
|
15
|
Insight Wealth Partners
Plano,
Texas
|
$1.87M
|
-$84K
|
-836
|
-4%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.83M
|
-$1.11M
|
-11,054
|
-38%
|
|
|
17
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.39M
|
+$1.4M
|
+13,901
|
New
|
|
|
18
|
Atria Wealth Solutions
New York
|
$1.08M
|
+$52.3K
|
+521
|
+5%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.08M
|
-$166K
|
-1,652
|
-13%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.07M
|
-$6.43K
|
-64
|
-0.6%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$605K
|
+$306K
|
+3,042
|
+102%
|
|
|
22
|
Prosperity Financial Group
San Ramon,
California
|
$426K
|
+$52.7K
|
+525
|
+14%
|
|
|
23
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$389K
|
-$223K
|
-2,221
|
-36%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$305K
|
+$301
|
+3
|
+0.1%
|
|
|
25
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$305K
|
+$301
|
+3
|
+0.1%
|
|
