|
1
|
Legacy Financial Advisors
Covington,
Kentucky
|
$20.2M
|
+$608K
|
+18,656
|
+3%
|
|
|
2
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$6.67M
|
+$2.33M
|
+71,430
|
+52%
|
|
|
3
|
Aprio Wealth Management
Atlanta,
Georgia
|
$4.59M
|
+$4.54M
|
+139,077
|
New
|
|
|
4
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.54M
|
+$20.4K
|
+626
|
+0.6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.69M
|
+$967K
|
+29,640
|
+57%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$2.55M
|
+$900K
|
+27,583
|
+56%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$1.03M
|
-$1.6M
|
-49,194
|
-61%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$862K
|
-$5.48K
|
-168
|
-0.6%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$707K
|
-$21.3K
|
-653
|
-3%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$587K
|
+$3.13K
|
+96
|
+0.5%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$488K
|
-$5.05K
|
-155
|
-1%
|
|
|
12
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$461K
|
+$73.8K
|
+2,263
|
+19%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$383K
|
+$15.8K
|
+485
|
+4%
|
|
|
14
|
Atomi Financial Group
New York
|
$350K
|
-$10.4M
|
-320,039
|
-97%
|
|
|
15
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$115K
|
+$114K
|
+3,482
|
New
|
|
|
16
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$39.9K
|
–
|
–
|
–
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.04K
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$3.2K
|
+$3.16K
|
+97
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.8K
|
+$2.77K
|
+85
|
New
|
|
|
20
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.38K
|
-$85.4K
|
-2,618
|
-97%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
–
|
-$1.45K
|
-45
|
Closed
|
|
