|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$38M
|
+$117K
|
+4,379
|
+0.3%
|
|
|
2
|
O'Connor Financial Group
Quincy,
Illinois
|
$13.3M
|
-$128K
|
-4,798
|
-1%
|
|
|
3
|
Strategic Equity Management
Tucson,
Arizona
|
$13.3M
|
+$373K
|
+14,014
|
+3%
|
|
|
4
|
Moneywise Inc
Forest,
Virginia
|
$6.76M
|
+$704K
|
+26,445
|
+12%
|
|
|
5
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$6.21M
|
+$170K
|
+6,374
|
+3%
|
|
|
6
|
PAX Financial Group
San Antonio,
Texas
|
$4.62M
|
+$30.4K
|
+1,143
|
+0.7%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.71M
|
+$86.8K
|
+3,261
|
+3%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$2.41M
|
+$530K
|
+19,906
|
+29%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.88M
|
+$729K
|
+27,386
|
+65%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.81M
|
+$1.39M
|
+52,154
|
+373%
|
|
|
11
|
SageOak Financial
Tulsa,
Oklahoma
|
$1.63M
|
+$76.4K
|
+2,872
|
+5%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.35M
|
+$1.33M
|
+49,789
|
New
|
|
|
13
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.31M
|
+$133K
|
+4,982
|
+12%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$1.25M
|
+$19.9K
|
+747
|
+2%
|
|
|
15
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.18M
|
+$329K
|
+12,357
|
+40%
|
|
|
16
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.11M
|
+$165K
|
+6,191
|
+18%
|
|
|
17
|
49 Wealth Management
Austin,
Texas
|
$1.08M
|
+$301K
|
+11,309
|
+40%
|
|
|
18
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.06M
|
+$1.04M
|
+38,891
|
New
|
|
|
19
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$988K
|
+$9.96K
|
+374
|
+1%
|
|
|
20
|
OneAscent Financial Services
Birmingham,
Alabama
|
$881K
|
+$257K
|
+9,654
|
+42%
|
|
|
21
|
GTS Securities
Miami,
Florida
|
$649K
|
-$357K
|
-13,431
|
-36%
|
|
|
22
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$542K
|
-$1.01M
|
-38,100
|
-66%
|
|
|
23
|
|
$538K
|
+$526K
|
+19,777
|
New
|
|
|
24
|
Values First Advisors
Gray,
Tennessee
|
$508K
|
+$151K
|
+5,671
|
+44%
|
|
|
25
|
TrueWealth Advisors
Birmingham,
Alabama
|
$454K
|
+$445K
|
+16,716
|
New
|
|
