|
1
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$38.9M
|
-$8.09M
|
-80,680
|
-17%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.7M
|
-$338K
|
-3,372
|
-1%
|
|
|
3
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$13.1M
|
+$2.6M
|
+25,935
|
+25%
|
|
|
4
|
CIC Wealth
Rockville,
Maryland
|
$4.77M
|
+$371K
|
+3,698
|
+8%
|
|
|
5
|
Signet Financial Management
Parsippany,
New Jersey
|
$3.51M
|
+$269K
|
+2,686
|
+8%
|
|
|
6
|
Teramo Advisors
Naples,
Florida
|
$3M
|
–
|
–
|
–
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.64M
|
+$842K
|
+8,397
|
+47%
|
|
|
8
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2.32M
|
-$460K
|
-4,583
|
-17%
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.29M
|
+$98K
|
+977
|
+8%
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$817K
|
-$171K
|
-1,707
|
-17%
|
|
|
11
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$795K
|
-$136K
|
-1,353
|
-15%
|
|
|
12
|
Insight Wealth Partners
Plano,
Texas
|
$699K
|
-$211K
|
-2,102
|
-23%
|
|
|
13
|
|
$665K
|
-$8.65M
|
-86,262
|
-93%
|
|
|
14
|
Magnus Financial Group
New York
|
$588K
|
-$819K
|
-8,164
|
-58%
|
|
|
15
|
Atria Wealth Solutions
New York
|
$585K
|
-$145K
|
-1,448
|
-20%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$502K
|
-$700K
|
-6,979
|
-58%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$357K
|
+$142K
|
+1,418
|
+66%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$211K
|
-$4.22M
|
-42,103
|
-95%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$160K
|
-$184K
|
-1,832
|
-53%
|
|
|
20
|
Colonial Trust
Spartanburg,
South Carolina
|
$90K
|
-$24.9K
|
-248
|
-22%
|
|
|
21
|
CoreCap Advisors
Southfield,
Michigan
|
$29.9K
|
-$1.1K
|
-11
|
-4%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$25.3K
|
+$4.62K
|
+46
|
+22%
|
|
|
23
|
|
$218
|
–
|
–
|
–
|
|
|
24
|
Little House Capital
Braintree,
Massachusetts
|
–
|
-$376K
|
-3,756
|
Closed
|
|
|
25
|
|
–
|
-$241K
|
-2,408
|
Closed
|
|
