|
1
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$57.6M
|
-$231K
|
-12,891
|
-0.4%
|
|
|
2
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$33.3M
|
+$136K
|
+7,591
|
+0.4%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$26.6M
|
+$13.9M
|
+775,599
|
+104%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$16.8M
|
+$1.39M
|
+77,616
|
+9%
|
|
|
5
|
Harbour Investments
Madison,
Wisconsin
|
$12.7M
|
+$1.91M
|
+106,942
|
+17%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$10.7M
|
+$2.21M
|
+123,537
|
+25%
|
|
|
7
|
KKM Financial
Chicago,
Illinois
|
$10.2M
|
–
|
–
|
–
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.53M
|
+$5.23M
|
+291,937
|
+1,239%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$3.32M
|
-$42.4K
|
-2,369
|
-1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.48M
|
+$517K
|
+28,906
|
+26%
|
|
|
11
|
Breakthru Advisory Services
Muskego,
Wisconsin
|
$2.47M
|
-$20.3M
|
-1,132,214
|
-89%
|
|
|
12
|
Bank of New York Mellon
New York
|
$2.14M
|
-$107K
|
-5,959
|
-5%
|
|
|
13
|
Quantum Private Wealth
Tampa,
Florida
|
$1.09M
|
+$53.7K
|
+3,000
|
+5%
|
|
|
14
|
Equitable Holdings
New York
|
$1.08M
|
+$246K
|
+13,762
|
+29%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$947K
|
+$401K
|
+22,425
|
+71%
|
|
|
16
|
GTS Securities
Miami,
Florida
|
$938K
|
-$276K
|
-15,430
|
-22%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$678K
|
+$19K
|
+1,063
|
+3%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$477K
|
-$5.58K
|
-312
|
-1%
|
|
|
19
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$288K
|
+$294K
|
+16,453
|
New
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
$31.8K
|
+$32.2K
|
+1,800
|
New
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$24.5K
|
+$25.5K
|
+1,422
|
New
|
|
|
22
|
|
$10.4K
|
+$10.6K
|
+591
|
New
|
|
|
23
|
Bruce G. Allen Investments
Denver,
Colorado
|
$7.2K
|
–
|
–
|
–
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$3.35M
|
-194,983
|
Closed
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
+$18
|
+1
|
New
|
|
