|
1
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$56.7M
|
+$1.03M
|
+60,156
|
+2%
|
|
|
2
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$34.4M
|
+$1.03M
|
+59,758
|
+3%
|
|
|
3
|
Breakthru Advisory Services
Muskego,
Wisconsin
|
$21.8M
|
+$5.56M
|
+324,085
|
+34%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$15.1M
|
-$93.1K
|
-5,425
|
-0.6%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$12.8M
|
+$12.8M
|
+743,509
|
New
|
|
|
6
|
Harbour Investments
Madison,
Wisconsin
|
$10.6M
|
+$4.98M
|
+290,471
|
+88%
|
|
|
7
|
KKM Financial
Chicago,
Illinois
|
$10.2M
|
+$29.1K
|
+1,694
|
+0.3%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$8.32M
|
+$1.2M
|
+70,031
|
+17%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.35M
|
+$2.26M
|
+131,915
|
+209%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$3.29M
|
-$90.5K
|
-5,275
|
-3%
|
|
|
11
|
Bank of New York Mellon
New York
|
$2.2M
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.94M
|
+$870K
|
+50,735
|
+82%
|
|
|
13
|
GTS Securities
Miami,
Florida
|
$1.18M
|
+$1.18M
|
+69,011
|
New
|
|
|
14
|
Quantum Private Wealth
Tampa,
Florida
|
$1.01M
|
+$480K
|
+28,000
|
+90%
|
|
|
15
|
Equitable Holdings
New York
|
$819K
|
+$122K
|
+7,131
|
+18%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$646K
|
+$646K
|
+37,643
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$543K
|
+$542K
|
+31,617
|
New
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$473K
|
+$132K
|
+7,674
|
+39%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$404K
|
+$61.6K
|
+3,592
|
+18%
|
|
|
20
|
Bruce G. Allen Investments
Denver,
Colorado
|
$7.05K
|
+$7.05K
|
+411
|
New
|
|
|
21
|
Huntington National Bank
Columbus,
Ohio
|
$4.8K
|
–
|
–
|
–
|
|
