|
1
|
Legacy Financial Advisors
Covington,
Kentucky
|
$20.5M
|
-$59.1K
|
-1,715
|
-0.3%
|
|
|
2
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$14.7M
|
+$119K
|
+3,447
|
+0.8%
|
|
|
3
|
Aprio Wealth Management
Atlanta,
Georgia
|
$9.62M
|
+$1.14M
|
+33,159
|
+13%
|
|
|
4
|
tru Independence
Portland,
Oregon
|
$5.77M
|
+$769K
|
+22,299
|
+14%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$4.78M
|
+$84.8K
|
+2,459
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.24M
|
-$354K
|
-10,276
|
-7%
|
|
|
7
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$3.71M
|
-$502K
|
-14,567
|
-11%
|
|
|
8
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.28M
|
+$144K
|
+4,164
|
+4%
|
|
|
9
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$932K
|
+$52.2K
|
+1,515
|
+6%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$913K
|
+$273K
|
+7,902
|
+39%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$873K
|
+$16.1K
|
+466
|
+2%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$789K
|
+$110K
|
+3,203
|
+15%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$645K
|
+$30.7K
|
+891
|
+5%
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$510K
|
–
|
–
|
–
|
|
|
15
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
$431K
|
+$458K
|
+13,293
|
New
|
|
|
16
|
Balance Wealth
Delaware,
Ohio
|
$376K
|
-$1.14K
|
-33
|
-0.3%
|
|
|
17
|
|
$359K
|
+$382K
|
+11,080
|
New
|
|
|
18
|
|
$326K
|
-$216K
|
-6,270
|
-38%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$325K
|
+$11.3K
|
+329
|
+3%
|
|
|
20
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$220K
|
+$23.8K
|
+689
|
+11%
|
|
|
21
|
|
$108K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$42.9K
|
+$27.2K
|
+789
|
+147%
|
|
|
23
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$39.3K
|
–
|
–
|
–
|
|
|
24
|
Rothschild Investment LLC
Chicago,
Illinois
|
$15.4K
|
–
|
–
|
–
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$12K
|
–
|
–
|
–
|
|
