|
1
|
Vestor Capital
Chicago,
Illinois
|
$13.7M
|
+$13.6M
|
+178,432
|
New
|
|
|
2
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$2.36M
|
+$1.88M
|
+24,615
|
+398%
|
|
|
3
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$1.61M
|
+$1.6M
|
+20,983
|
New
|
|
|
4
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.43M
|
+$993K
|
+13,028
|
+231%
|
|
|
5
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$908K
|
+$421K
|
+5,519
|
+87%
|
|
|
6
|
Mills Wealth Advisors
Southlake,
Texas
|
$853K
|
+$538K
|
+7,059
|
+174%
|
|
|
7
|
Prospera Financial Services
Dallas,
Texas
|
$840K
|
+$256K
|
+3,355
|
+44%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$816K
|
-$1.88M
|
-24,707
|
-70%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$526K
|
+$524K
|
+6,865
|
New
|
|
|
10
|
North Star Investment Management
Chicago,
Illinois
|
$458K
|
+$456K
|
+5,979
|
New
|
|
|
11
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$305K
|
+$303K
|
+3,979
|
New
|
|
|
12
|
Concord Wealth Partners
Abingdon,
Virginia
|
$227K
|
+$2.44K
|
+32
|
+1%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$113K
|
+$113K
|
+1,478
|
New
|
|
|
14
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$59K
|
+$58.4K
|
+766
|
New
|
|
|
15
|
Westfuller Advisors
New York
|
$56.1K
|
+$55.8K
|
+732
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$9.43K
|
+$9.38K
|
+123
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5K
|
+$5.34K
|
+70
|
New
|
|
|
18
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$77
|
+$76
|
+1
|
New
|
|
|
19
|
|
–
|
-$230K
|
-3,022
|
Closed
|
|
|
20
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
–
|
-$224K
|
-2,936
|
Closed
|
|
