|
1
|
Legacy Financial Advisors
Covington,
Kentucky
|
$19M
|
+$668K
|
+21,823
|
+4%
|
|
|
2
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$7.02M
|
-$106K
|
-3,445
|
-1%
|
|
|
3
|
Aprio Wealth Management
Atlanta,
Georgia
|
$5.42M
|
+$753K
|
+24,587
|
+16%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.56M
|
+$896K
|
+29,263
|
+24%
|
|
|
5
|
tru Independence
Portland,
Oregon
|
$4.19M
|
+$4.32M
|
+141,150
|
New
|
|
|
6
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.91M
|
+$34.4K
|
+1,123
|
+1%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$1.92M
|
+$1.03M
|
+33,626
|
+109%
|
|
|
8
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$1.56M
|
+$112K
|
+3,668
|
+7%
|
|
|
9
|
|
$1.47M
|
+$1.51M
|
+49,361
|
New
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.03M
|
-$1.1M
|
-35,852
|
-51%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$823K
|
+$27.7K
|
+905
|
+3%
|
|
|
12
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$760K
|
+$783K
|
+25,570
|
New
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$668K
|
+$334K
|
+10,893
|
+94%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$586K
|
-$32.5K
|
-1,061
|
-5%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$569K
|
–
|
–
|
–
|
|
|
16
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$462K
|
–
|
–
|
–
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$299K
|
+$308K
|
+10,055
|
New
|
|
|
18
|
|
$102K
|
+$105K
|
+3,436
|
New
|
|
|
19
|
|
$52.6K
|
+$54.2K
|
+1,770
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$37.7K
|
+$3.64K
|
+119
|
+10%
|
|
|
21
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$35.9K
|
–
|
–
|
–
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$3.52K
|
-$306
|
-10
|
-8%
|
|
|
23
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.14K
|
–
|
–
|
–
|
|
|
24
|
|
$39
|
–
|
–
|
–
|
|
|
25
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$30
|
+$31
|
+1
|
New
|
|
