|
1
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$14.8M
|
+$14.9M
|
+554,393
|
New
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$7.94M
|
+$8M
|
+297,117
|
New
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$6.03M
|
+$6.1M
|
+226,401
|
New
|
|
|
4
|
GTS Securities
Miami,
Florida
|
$1.74M
|
+$1.76M
|
+65,199
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14M
|
+$1.15M
|
+42,651
|
New
|
|
|
6
|
Essex Financial Services
Essex,
Connecticut
|
$1.09M
|
+$1.1M
|
+40,946
|
New
|
|
|
7
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$628K
|
+$635K
|
+23,575
|
New
|
|
|
8
|
Crown Wealth Group
Charlotte,
North Carolina
|
$465K
|
+$470K
|
+17,450
|
New
|
|
|
9
|
&Partners
Nashville,
Tennessee
|
$395K
|
+$399K
|
+14,827
|
New
|
|
|
10
|
Bay Colony Advisors
Concord,
Massachusetts
|
$297K
|
+$300K
|
+11,150
|
New
|
|
|
11
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$254K
|
+$257K
|
+9,536
|
New
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$248K
|
+$251K
|
+9,313
|
New
|
|
|
13
|
Gunpowder Capital Management
Towson,
Maryland
|
$177K
|
+$179K
|
+6,654
|
New
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$53.2K
|
+$53.9K
|
+2,000
|
New
|
|
|
15
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$45.3K
|
+$18.9K
|
+700
|
+70%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.3K
|
+$13.5K
|
+500
|
New
|
|
|
17
|
Realta Investment Advisors
Wilmington,
Delaware
|
$13.3K
|
+$13.5K
|
+500
|
New
|
|
|
18
|
Highline Wealth Partners
Sherman Oaks,
California
|
$4.79K
|
+$4.85K
|
+180
|
New
|
|
|
19
|
|
–
|
-$490K
|
-19,390
|
Closed
|
|
