|
1
|
VestGen Advisors
Inverness,
Illinois
|
$14.4M
|
+$82.4K
|
+2,932
|
+0.7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.4M
|
+$1M
|
+35,647
|
+11%
|
|
|
3
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$7.69M
|
+$308K
|
+10,953
|
+4%
|
|
|
4
|
&Partners
Nashville,
Tennessee
|
$6.36M
|
+$33.5K
|
+1,191
|
+0.5%
|
|
|
5
|
Snowden Capital Advisors
New York
|
$5.13M
|
-$197K
|
-7,007
|
-4%
|
|
|
6
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$4.13M
|
+$4.16M
|
+148,062
|
New
|
|
|
7
|
Centaurus Financial
Anaheim,
California
|
$3.28M
|
+$3.3M
|
+117,445
|
New
|
|
|
8
|
Embree Financial Group
Chicago,
Illinois
|
$2.25M
|
+$1.04M
|
+37,198
|
+86%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$1.39M
|
+$1.39M
|
+49,661
|
New
|
|
|
10
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1M
|
+$482K
|
+17,161
|
+91%
|
|
|
11
|
QTR Family Wealth
Lake Mary,
Florida
|
$782K
|
+$33.5K
|
+1,193
|
+5%
|
|
|
12
|
GTS Securities
Miami,
Florida
|
$654K
|
+$284K
|
+10,128
|
+76%
|
|
|
13
|
COFG Advisors
Oak Brook,
Illinois
|
$247K
|
+$249K
|
+8,866
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$236K
|
+$238K
|
+8,463
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$229K
|
+$230K
|
+8,190
|
New
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.72K
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$1.06K
|
–
|
–
|
–
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$112K
|
-4,181
|
Closed
|
|
