|
1
|
Creative Financial Designs
Kokomo,
Indiana
|
$39.9M
|
+$26.9M
|
+864,679
|
+248%
|
|
|
2
|
OneAscent Financial Services
Birmingham,
Alabama
|
$34.4M
|
+$2.42M
|
+77,699
|
+8%
|
|
|
3
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$17.9M
|
-$44.2K
|
-1,422
|
-0.3%
|
|
|
4
|
Bare Financial Services
Gap,
Pennsylvania
|
$14.9M
|
+$401K
|
+12,889
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$14.6M
|
+$5.28M
|
+169,624
|
+61%
|
|
|
6
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$9.02M
|
+$965K
|
+31,010
|
+13%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.37M
|
+$2.12M
|
+68,115
|
+36%
|
|
|
8
|
O'Connor Financial Group
Quincy,
Illinois
|
$6.26M
|
-$437K
|
-14,049
|
-7%
|
|
|
9
|
LVZ Inc
Holland,
Michigan
|
$5.01M
|
-$9.02K
|
-290
|
-0.2%
|
|
|
10
|
PAX Financial Group
San Antonio,
Texas
|
$4.53M
|
+$18.2K
|
+586
|
+0.4%
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.94M
|
+$2.09M
|
+67,042
|
+125%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.42M
|
+$384K
|
+12,336
|
+13%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$3.35M
|
+$3.18M
|
+102,047
|
New
|
|
|
14
|
Valmark Advisers
Akron,
Ohio
|
$2.85M
|
+$85.8K
|
+2,758
|
+3%
|
|
|
15
|
Strategic Equity Management
Tucson,
Arizona
|
$2.71M
|
+$260K
|
+8,366
|
+11%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$2.69M
|
-$126K
|
-4,054
|
-5%
|
|
|
17
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$2.66M
|
+$2.52M
|
+80,829
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.39M
|
+$1.58M
|
+50,738
|
+232%
|
|
|
19
|
Moneywise Inc
Forest,
Virginia
|
$2.06M
|
+$152K
|
+4,887
|
+8%
|
|
|
20
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.69M
|
+$12.9K
|
+414
|
+0.8%
|
|
|
21
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.58M
|
+$320K
|
+10,290
|
+27%
|
|
|
22
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.53M
|
-$452K
|
-14,530
|
-24%
|
|
|
23
|
SageOak Financial
Tulsa,
Oklahoma
|
$990K
|
-$55K
|
-1,768
|
-6%
|
|
|
24
|
Tulsa Wealth Advisors
Tulsa,
Oklahoma
|
$983K
|
+$90.7K
|
+2,914
|
+11%
|
|
|
25
|
Values First Advisors
Gray,
Tennessee
|
$941K
|
+$416K
|
+13,371
|
+88%
|
|
