|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$9.25M
|
+$130K
|
+4,082
|
+1%
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.4M
|
+$2.35M
|
+74,070
|
+41%
|
|
|
3
|
Frontier Asset Management
Sheridan,
Wyoming
|
$5.94M
|
+$1.34M
|
+42,246
|
+31%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$4.02M
|
+$1.18M
|
+37,228
|
+44%
|
|
|
5
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$2.98M
|
+$1.97M
|
+62,064
|
+219%
|
|
|
6
|
LVZ Inc
Holland,
Michigan
|
$2.9M
|
-$192K
|
-6,052
|
-6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.34M
|
+$484K
|
+15,234
|
+27%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.18M
|
+$727K
|
+22,866
|
+53%
|
|
|
9
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.02M
|
-$250K
|
-7,877
|
-11%
|
|
|
10
|
|
$1.74M
|
+$801K
|
+25,221
|
+91%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$1.69M
|
+$35.8K
|
+1,127
|
+2%
|
|
|
12
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.35M
|
+$211K
|
+6,642
|
+19%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1.21M
|
-$143K
|
-4,515
|
-11%
|
|
|
14
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.08M
|
+$82.2K
|
+2,587
|
+9%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.04M
|
-$29.7K
|
-936
|
-3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$924K
|
+$472K
|
+14,854
|
+113%
|
|
|
17
|
Win Advisors
Palm Beach Gardens,
Florida
|
$887K
|
-$19.5K
|
-614
|
-2%
|
|
|
18
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$694K
|
-$156K
|
-4,925
|
-19%
|
|
|
19
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$528K
|
-$40K
|
-1,259
|
-7%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$498K
|
+$119K
|
+3,742
|
+33%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$378K
|
–
|
–
|
–
|
|
|
22
|
Sigma Investment Counselors
Northville,
Michigan
|
$352K
|
+$338K
|
+10,650
|
New
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$270K
|
+$49.3K
|
+1,553
|
+23%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$241K
|
+$10.3K
|
+325
|
+5%
|
|
|
25
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$114K
|
-$31.4K
|
-989
|
-22%
|
|
