|
1
|
Westwood Holdings Group
Dallas,
Texas
|
$36.3M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$26.1M
|
+$4.09M
|
+98,031
|
+19%
|
|
|
3
|
Christian Investment Advisors
New Braunfels,
Texas
|
$17.4M
|
-$663K
|
-15,876
|
-4%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.03M
|
-$123K
|
-2,951
|
-2%
|
|
|
5
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$5.86M
|
+$1.52M
|
+36,335
|
+36%
|
|
|
6
|
Coppell Advisory Solutions
Coppell,
Texas
|
$5.01M
|
+$81K
|
+1,941
|
New
|
|
|
7
|
Turning Point Benefit Group
Frederick,
Maryland
|
$4.19M
|
+$1.92M
|
+45,927
|
+86%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$4.08M
|
-$199K
|
-4,755
|
-5%
|
|
|
9
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.26M
|
+$252K
|
+6,046
|
+9%
|
|
|
10
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.22M
|
-$253K
|
-6,064
|
-7%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$3.21M
|
+$195K
|
+4,669
|
+7%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.73M
|
+$108K
|
+2,589
|
+4%
|
|
|
13
|
Carlson Financial
Canby,
Oregon
|
$2.57M
|
+$28.3K
|
+679
|
+1%
|
|
|
14
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.33M
|
+$2.3M
|
+55,070
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.29M
|
-$553K
|
-13,237
|
-20%
|
|
|
16
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.06M
|
+$231K
|
+5,522
|
+13%
|
|
|
17
|
Family Wealth Partners
Matthews,
North Carolina
|
$2.01M
|
+$235K
|
+5,638
|
+13%
|
|
|
18
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.98M
|
-$181K
|
-4,340
|
-8%
|
|
|
19
|
Inspire Advisors
Meridian,
Idaho
|
$1.75M
|
-$425K
|
-10,190
|
-20%
|
|
|
20
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.71M
|
+$126K
|
+3,013
|
+8%
|
|
|
21
|
Bare Financial Services
Gap,
Pennsylvania
|
$1.67M
|
-$3.46K
|
-83
|
-0.2%
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.58M
|
+$147K
|
+3,531
|
+10%
|
|
|
23
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.51M
|
+$26.2K
|
+628
|
+2%
|
|
|
24
|
WorthPointe
La Jolla,
California
|
$1.5M
|
-$330K
|
-7,897
|
-18%
|
|
|
25
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.48M
|
-$205K
|
-4,901
|
-12%
|
|
