|
1
|
Legacy Financial Advisors
Covington,
Kentucky
|
$18.2M
|
+$1.29M
|
+43,716
|
+8%
|
|
|
2
|
Atomi Financial Group
New York
|
$5.79M
|
+$5.59M
|
+188,672
|
New
|
|
|
3
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.12M
|
+$157K
|
+5,313
|
+5%
|
|
|
4
|
|
$2.81M
|
+$588K
|
+19,861
|
+28%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$849K
|
-$12.3K
|
-416
|
-1%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$715K
|
+$690K
|
+23,309
|
New
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$645K
|
+$622K
|
+21,000
|
New
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$599K
|
+$78.9K
|
+2,664
|
+16%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$550K
|
-$990K
|
-33,432
|
-65%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$540K
|
+$133K
|
+4,503
|
+34%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$497K
|
+$480K
|
+16,203
|
New
|
|
|
12
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$421K
|
+$26.8K
|
+905
|
+7%
|
|
|
13
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$81.3K
|
+$78.5K
|
+2,651
|
New
|
|
|
14
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$37.1K
|
+$35.8K
|
+1,210
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.7K
|
+$29.6K
|
+999
|
New
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$1.38K
|
+$1.33K
|
+45
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$38K
|
-1,302
|
Closed
|
|
