|
1
|
|
$13.1M
|
+$13.9M
|
+421,348
|
New
|
|
|
2
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$11.1M
|
+$11.4M
|
+348,022
|
+5,142%
|
|
|
3
|
Aprio Wealth Management
Atlanta,
Georgia
|
$10M
|
+$824K
|
+25,039
|
+8%
|
|
|
4
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$7M
|
-$7.56M
|
-229,726
|
-51%
|
|
|
5
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$6.55M
|
+$6.9M
|
+209,878
|
New
|
|
|
6
|
tru Independence
Portland,
Oregon
|
$6.41M
|
+$900K
|
+27,344
|
+15%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$5M
|
+$977K
|
+29,683
|
+23%
|
|
|
8
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$3.71M
|
+$154K
|
+4,691
|
+4%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$3.29M
|
-$1.38M
|
-42,044
|
-29%
|
|
|
10
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.24M
|
+$52.7K
|
+1,603
|
+2%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$3.06M
|
+$3.22M
|
+98,024
|
New
|
|
|
12
|
|
$1.25M
|
+$952K
|
+28,935
|
+261%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.07M
|
+$205K
|
+6,225
|
+22%
|
|
|
14
|
Legacy Financial Advisors
Covington,
Kentucky
|
$1.03M
|
-$19.7M
|
-598,932
|
-95%
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$907K
|
+$11.7K
|
+357
|
+1%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$842K
|
+$3.26K
|
+99
|
+0.4%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$737K
|
-$22.9K
|
-695
|
-3%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$713K
|
+$97.4K
|
+2,960
|
+15%
|
|
|
19
|
|
$577K
|
+$609K
|
+18,523
|
New
|
|
|
20
|
|
$478K
|
+$174K
|
+5,281
|
+53%
|
|
|
21
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
$416K
|
+$263
|
+8
|
+0.1%
|
|
|
22
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$406K
|
-$89.5K
|
-2,721
|
-17%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$304K
|
-$8.75K
|
-266
|
-3%
|
|
|
24
|
Balance Wealth
Delaware,
Ohio
|
$221K
|
-$148K
|
-4,490
|
-39%
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$107K
|
+$105K
|
+3,205
|
+1,526%
|
|
