|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$36.2M
|
+$1.88M
|
+77,832
|
+6%
|
|
|
2
|
O'Connor Financial Group
Quincy,
Illinois
|
$13M
|
+$11.5M
|
+474,538
|
+2,500%
|
|
|
3
|
Strategic Equity Management
Tucson,
Arizona
|
$12.3M
|
+$9.91M
|
+409,363
|
+638%
|
|
|
4
|
Moneywise Inc
Forest,
Virginia
|
$5.78M
|
+$3.95M
|
+162,938
|
+274%
|
|
|
5
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$5.77M
|
+$5.37M
|
+221,970
|
New
|
|
|
6
|
PAX Financial Group
San Antonio,
Texas
|
$4.39M
|
-$1.23M
|
-50,841
|
-23%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.5M
|
+$2.33M
|
+96,322
|
New
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$1.79M
|
+$1.67M
|
+68,859
|
New
|
|
|
9
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.51M
|
+$1.41M
|
+58,031
|
New
|
|
|
10
|
SageOak Financial
Tulsa,
Oklahoma
|
$1.49M
|
+$1.39M
|
+57,230
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.38M
|
+$1.29M
|
+53,179
|
New
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$1.18M
|
+$1.06M
|
+43,906
|
+3,334%
|
|
|
13
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.12M
|
+$34.9K
|
+1,443
|
+3%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.09M
|
+$595K
|
+24,587
|
+142%
|
|
|
15
|
GTS Securities
Miami,
Florida
|
$969K
|
+$903K
|
+37,297
|
New
|
|
|
16
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$936K
|
+$872K
|
+35,994
|
New
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
$900K
|
+$838K
|
+34,627
|
New
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$804K
|
+$557K
|
+22,988
|
+290%
|
|
|
19
|
49 Wealth Management
Austin,
Texas
|
$735K
|
+$110K
|
+4,558
|
+19%
|
|
|
20
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$649K
|
+$605K
|
+24,965
|
New
|
|
|
21
|
OneAscent Financial Services
Birmingham,
Alabama
|
$592K
|
+$310K
|
+12,810
|
+129%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$555K
|
+$517K
|
+21,348
|
New
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$369K
|
+$3.15K
|
+130
|
+0.9%
|
|
|
24
|
RFG Advisory
Birmingham,
Alabama
|
$369K
|
+$33.9K
|
+1,401
|
+11%
|
|
|
25
|
Values First Advisors
Gray,
Tennessee
|
$338K
|
+$78.3K
|
+3,233
|
+33%
|
|
