|
1
|
Creative Financial Designs
Kokomo,
Indiana
|
$9.7M
|
+$276K
|
+8,987
|
+3%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$9.42M
|
+$326K
|
+10,628
|
+4%
|
|
|
3
|
CreativeOne Wealth
Overland Park,
Kansas
|
$9.13M
|
+$475K
|
+15,472
|
+6%
|
|
|
4
|
Frontier Asset Management
Sheridan,
Wyoming
|
$5.97M
|
+$12.4K
|
+403
|
+0.2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$5.59M
|
+$421K
|
+13,702
|
+8%
|
|
|
6
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$4.16M
|
-$14.3K
|
-465
|
-0.3%
|
|
|
7
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.67M
|
-$308K
|
-10,019
|
-8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.55M
|
+$216K
|
+7,036
|
+7%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.83M
|
+$1.18M
|
+38,284
|
+73%
|
|
|
10
|
LVZ Inc
Holland,
Michigan
|
$2.62M
|
+$39K
|
+1,271
|
+2%
|
|
|
11
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.28M
|
+$122K
|
+3,965
|
+6%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$2.07M
|
+$177K
|
+5,765
|
+10%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.03M
|
-$103K
|
-3,349
|
-5%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$1.88M
|
+$120K
|
+3,892
|
+7%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.42M
|
+$28.3K
|
+922
|
+2%
|
|
|
16
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.39M
|
+$6.97K
|
+227
|
+0.5%
|
|
|
17
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.33M
|
+$50.1K
|
+1,631
|
+4%
|
|
|
18
|
|
$1.3M
|
+$35.3K
|
+1,151
|
+3%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.06M
|
+$50.3K
|
+1,639
|
+5%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$901K
|
+$388K
|
+12,632
|
+77%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$773K
|
+$246K
|
+8,003
|
+48%
|
|
|
22
|
Win Advisors
Palm Beach Gardens,
Florida
|
$767K
|
+$62.9K
|
+2,047
|
+9%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$718K
|
+$70.6K
|
+2,299
|
+11%
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
$491K
|
–
|
–
|
–
|
|
|
25
|
Sigma Investment Counselors
Northville,
Michigan
|
$451K
|
–
|
–
|
–
|
|
