|
1
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$47M
|
+$806K
|
+8,041
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$28M
|
+$2.49M
|
+24,830
|
+10%
|
|
|
3
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$10.5M
|
+$8.28M
|
+82,562
|
+371%
|
|
|
4
|
|
$9.3M
|
-$6.6M
|
-65,772
|
-41%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$4.43M
|
+$1.6M
|
+15,917
|
+56%
|
|
|
6
|
CIC Wealth
Rockville,
Maryland
|
$4.4M
|
-$534K
|
-5,322
|
-11%
|
|
|
7
|
Signet Financial Management
Parsippany,
New Jersey
|
$3.25M
|
+$155K
|
+1,548
|
+5%
|
|
|
8
|
Teramo Advisors
Naples,
Florida
|
$3M
|
–
|
–
|
–
|
|
|
9
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2.78M
|
-$247K
|
-2,463
|
-8%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.8M
|
+$212K
|
+2,110
|
+13%
|
|
|
11
|
Magnus Financial Group
New York
|
$1.41M
|
-$471K
|
-4,693
|
-25%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.2M
|
-$281K
|
-2,798
|
-19%
|
|
|
13
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.19M
|
+$49.5K
|
+494
|
+4%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$988K
|
+$990K
|
+9,870
|
New
|
|
|
15
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$931K
|
-$2.42M
|
-24,171
|
-72%
|
|
|
16
|
Insight Wealth Partners
Plano,
Texas
|
$910K
|
-$335K
|
-3,336
|
-27%
|
|
|
17
|
Atria Wealth Solutions
New York
|
$730K
|
+$731K
|
+7,293
|
New
|
|
|
18
|
Little House Capital
Braintree,
Massachusetts
|
$376K
|
-$9.5M
|
-94,682
|
-96%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$344K
|
-$194K
|
-1,939
|
-36%
|
|
|
20
|
|
$241K
|
+$241K
|
+2,408
|
New
|
|
|
21
|
Oppenheimer & Co
New York
|
$225K
|
–
|
–
|
–
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$215K
|
+$216K
|
+2,150
|
New
|
|
|
23
|
Colonial Trust
Spartanburg,
South Carolina
|
$115K
|
+$115K
|
+1,147
|
New
|
|
|
24
|
CoreCap Advisors
Southfield,
Michigan
|
$31K
|
+$31.1K
|
+310
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$20.7K
|
-$114K
|
-1,138
|
-85%
|
|
