|
1
|
Legacy Financial Advisors
Covington,
Kentucky
|
$19M
|
-$62.7K
|
-2,031
|
-0.3%
|
|
|
2
|
Atomi Financial Group
New York
|
$10.6M
|
+$4.39M
|
+141,975
|
+75%
|
|
|
3
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.16M
|
+$4.28M
|
+138,589
|
New
|
|
|
4
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.45M
|
+$104K
|
+3,356
|
+3%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$2.58M
|
+$1.99M
|
+64,268
|
+397%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.67M
|
+$1.61M
|
+52,021
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.6M
|
+$982K
|
+31,789
|
+178%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$844K
|
-$41.9K
|
-1,356
|
-5%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$709K
|
-$37.7K
|
-1,222
|
-5%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$568K
|
+$3.58K
|
+116
|
+0.7%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$480K
|
+$38.1K
|
+1,234
|
+9%
|
|
|
12
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$376K
|
+$362K
|
+11,705
|
New
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$357K
|
+$344K
|
+11,125
|
New
|
|
|
14
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$86.4K
|
+$1.21K
|
+39
|
+1%
|
|
|
15
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$38.8K
|
–
|
–
|
–
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.8K
|
+$8.46K
|
+274
|
New
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$1.45K
|
–
|
–
|
–
|
|
|
18
|
|
–
|
-$2.81M
|
-91,637
|
Closed
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$645K
|
-21,000
|
Closed
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$30.7K
|
-999
|
Closed
|
|
