|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$31M
|
+$24.1M
|
+979,627
|
+293%
|
|
|
2
|
PAX Financial Group
San Antonio,
Texas
|
$5.19M
|
+$5.41M
|
+219,660
|
New
|
|
|
3
|
Strategic Equity Management
Tucson,
Arizona
|
$1.52M
|
+$1.58M
|
+64,169
|
New
|
|
|
4
|
Moneywise Inc
Forest,
Virginia
|
$1.4M
|
+$1.46M
|
+59,427
|
New
|
|
|
5
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$987K
|
+$1.03M
|
+41,812
|
New
|
|
|
6
|
49 Wealth Management
Austin,
Texas
|
$560K
|
+$584K
|
+23,711
|
New
|
|
|
7
|
O'Connor Financial Group
Quincy,
Illinois
|
$448K
|
+$468K
|
+18,983
|
New
|
|
|
8
|
|
$438K
|
-$28.7K
|
-1,164
|
-6%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$408K
|
+$426K
|
+17,286
|
New
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$327K
|
+$341K
|
+13,849
|
New
|
|
|
11
|
RFG Advisory
Birmingham,
Alabama
|
$302K
|
+$315K
|
+12,800
|
New
|
|
|
12
|
OneAscent Financial Services
Birmingham,
Alabama
|
$235K
|
+$245K
|
+9,948
|
New
|
|
|
13
|
Values First Advisors
Gray,
Tennessee
|
$231K
|
+$241K
|
+9,783
|
New
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$187K
|
+$195K
|
+7,930
|
New
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$31.1K
|
+$32.4K
|
+1,317
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.31K
|
+$3.45K
|
+140
|
New
|
|
|
17
|
GTS Securities
Miami,
Florida
|
–
|
-$466K
|
-19,215
|
Closed
|
|
