|
1
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.52M
|
+$506K
|
+16,360
|
+6%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$8.18M
|
-$11.7M
|
-376,942
|
-56%
|
|
|
3
|
CreativeOne Wealth
Overland Park,
Kansas
|
$7.79M
|
+$221K
|
+7,159
|
+3%
|
|
|
4
|
Frontier Asset Management
Sheridan,
Wyoming
|
$5.36M
|
+$1.42K
|
+46
|
+0%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$4.65M
|
+$1.96M
|
+63,422
|
+62%
|
|
|
6
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$3.75M
|
-$5.96M
|
-192,833
|
-59%
|
|
|
7
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.58M
|
-$4.56M
|
-147,511
|
-54%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3M
|
+$198K
|
+6,389
|
+6%
|
|
|
9
|
LVZ Inc
Holland,
Michigan
|
$2.33M
|
-$154K
|
-4,979
|
-6%
|
|
|
10
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.94M
|
+$11.1K
|
+360
|
+0.5%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.92M
|
+$64.4K
|
+2,083
|
+3%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$1.7M
|
+$32.8K
|
+1,062
|
+2%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$1.58M
|
+$243K
|
+7,860
|
+16%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.47M
|
+$166K
|
+5,381
|
+11%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.29M
|
+$1.43M
|
+46,106
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.26M
|
+$465K
|
+15,050
|
+51%
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.25M
|
-$49.7K
|
-1,606
|
-3%
|
|
|
18
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.15M
|
+$62.8K
|
+2,030
|
+5%
|
|
|
19
|
|
$1.14M
|
-$1.08M
|
-34,945
|
-46%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$907K
|
+$223K
|
+7,197
|
+29%
|
|
|
21
|
Win Advisors
Palm Beach Gardens,
Florida
|
$634K
|
+$80K
|
+2,586
|
+13%
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$582K
|
+$6.49K
|
+210
|
+1%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$471K
|
+$63K
|
+2,038
|
+14%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$458K
|
-$1.83M
|
-59,129
|
-78%
|
|
|
25
|
Cetera Advisors
Denver,
Colorado
|
$442K
|
+$488K
|
+15,773
|
New
|
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