|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$37.1M
|
+$37.6M
|
+1,380,264
|
+3,727%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25.3M
|
-$13.5M
|
-497,809
|
-34%
|
|
|
3
|
Strategic Equity Management
Tucson,
Arizona
|
$13.7M
|
-$160K
|
-5,876
|
-1%
|
|
|
4
|
O'Connor Financial Group
Quincy,
Illinois
|
$13M
|
-$54.4K
|
-2,000
|
-0.4%
|
|
|
5
|
Moneywise Inc
Forest,
Virginia
|
$7.27M
|
+$225K
|
+8,283
|
+3%
|
|
|
6
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$6.55M
|
+$448K
|
+16,466
|
+7%
|
|
|
7
|
PAX Financial Group
San Antonio,
Texas
|
$4.21M
|
+$107K
|
+3,928
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.69M
|
+$599K
|
+22,014
|
+19%
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.09M
|
-$129K
|
-4,753
|
-4%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.96M
|
+$405K
|
+14,878
|
+15%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$2.83M
|
+$183K
|
+6,729
|
+7%
|
|
|
12
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.32M
|
+$546K
|
+20,055
|
+29%
|
|
|
13
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.24M
|
+$1.01M
|
+37,127
|
+77%
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.13M
|
+$1.35M
|
+49,752
|
+151%
|
|
|
15
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.86M
|
+$188K
|
+6,896
|
+11%
|
|
|
16
|
SageOak Financial
Tulsa,
Oklahoma
|
$1.6M
|
+$11.7K
|
+430
|
+0.7%
|
|
|
17
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.47M
|
+$58K
|
+2,131
|
+4%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$1.24M
|
+$36K
|
+1,322
|
+3%
|
|
|
19
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.24M
|
+$89.9K
|
+3,303
|
+7%
|
|
|
20
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.21M
|
+$40.7K
|
+1,496
|
+3%
|
|
|
21
|
49 Wealth Management
Austin,
Texas
|
$870K
|
-$1.43M
|
-52,421
|
-61%
|
|
|
22
|
Values First Advisors
Gray,
Tennessee
|
$795K
|
-$115K
|
-4,228
|
-12%
|
|
|
23
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$488K
|
+$12.4K
|
+455
|
+3%
|
|
|
24
|
|
$470K
|
+$33.1K
|
+1,215
|
+7%
|
|
|
25
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$386K
|
+$81.4K
|
+2,993
|
+25%
|
|
