|
1
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$55.3M
|
+$2.9M
|
+176,628
|
+6%
|
|
|
2
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$31.3M
|
+$1.34M
|
+81,302
|
+5%
|
|
|
3
|
Breakthru Advisory Services
Muskego,
Wisconsin
|
$16.2M
|
+$15.6M
|
+948,931
|
New
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$15.1M
|
-$1.21M
|
-73,344
|
-8%
|
|
|
5
|
KKM Financial
Chicago,
Illinois
|
$10.1M
|
-$26.3K
|
-1,600
|
-0.3%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$7.08M
|
+$1.93M
|
+117,225
|
+39%
|
|
|
7
|
Harbour Investments
Madison,
Wisconsin
|
$5.62M
|
+$4.71M
|
+286,606
|
+665%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$3.37M
|
+$2.55M
|
+155,104
|
+368%
|
|
|
9
|
Bank of New York Mellon
New York
|
$2.18M
|
+$3.88K
|
+236
|
+0.2%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.08M
|
+$18.6K
|
+1,134
|
+2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.06M
|
+$1.02M
|
+62,038
|
New
|
|
|
12
|
Equitable Holdings
New York
|
$693K
|
+$667K
|
+40,617
|
New
|
|
|
13
|
Quantum Private Wealth
Tampa,
Florida
|
$529K
|
+$509K
|
+31,000
|
New
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$341K
|
+$328K
|
+19,973
|
New
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$339K
|
+$5.7K
|
+347
|
+2%
|
|
|
16
|
GTS Securities
Miami,
Florida
|
–
|
-$447K
|
-27,895
|
Closed
|
|
|
17
|
|
–
|
-$16.2K
|
-1,008
|
Closed
|
|
