|
1
|
VestGen Advisors
Inverness,
Illinois
|
$15.5M
|
-$162K
|
-5,036
|
-1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.5M
|
+$1.31M
|
+40,813
|
+11%
|
|
|
3
|
|
$11.8M
|
+$10.8M
|
+336,000
|
New
|
|
|
4
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$11.8M
|
+$6.03M
|
+187,526
|
+127%
|
|
|
5
|
&Partners
Nashville,
Tennessee
|
$9.9M
|
+$1.73M
|
+53,829
|
+24%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$7.31M
|
+$6.7M
|
+208,361
|
New
|
|
|
7
|
Snowden Capital Advisors
New York
|
$6.34M
|
-$106K
|
-3,296
|
-2%
|
|
|
8
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.17M
|
-$4.12M
|
-128,120
|
-47%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$4.79M
|
+$4.38M
|
+136,401
|
New
|
|
|
10
|
Centaurus Financial
Anaheim,
California
|
$4.2M
|
+$68.3K
|
+2,127
|
+2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.82M
|
+$3.22M
|
+100,262
|
+1,185%
|
|
|
12
|
Embree Financial Group
Chicago,
Illinois
|
$3.55M
|
+$664K
|
+20,653
|
+26%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$1.63M
|
-$106K
|
-3,303
|
-7%
|
|
|
14
|
Atlas Wealth
Cincinnati,
Ohio
|
$1.54M
|
+$1.41M
|
+43,884
|
New
|
|
|
15
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.54M
|
+$253K
|
+7,884
|
+22%
|
|
|
16
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1M
|
+$918K
|
+28,570
|
New
|
|
|
17
|
QTR Family Wealth
Lake Mary,
Florida
|
$915K
|
+$12.9K
|
+403
|
+2%
|
|
|
18
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$586K
|
+$537K
|
+16,700
|
New
|
|
|
19
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$410K
|
+$375K
|
+11,682
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$342K
|
+$50.3K
|
+1,564
|
+19%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$331K
|
+$302K
|
+9,406
|
+24,753%
|
|
|
22
|
COFG Advisors
Oak Brook,
Illinois
|
$311K
|
–
|
–
|
–
|
|
|
23
|
Quantinno Capital Management
New York
|
$246K
|
+$225K
|
+7,000
|
New
|
|
|
24
|
Arax Advisory Partners
Denver,
Colorado
|
$135K
|
+$124K
|
+3,850
|
New
|
|
|
25
|
|
$61.6K
|
+$57.3K
|
+1,783
|
New
|
|
