|
1
|
LPL Financial
San Diego,
California
|
$13.9M
|
+$1.6M
|
+45,263
|
+13%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$9.26M
|
-$915K
|
-25,915
|
-9%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$8.52M
|
-$1.16M
|
-32,909
|
-12%
|
|
|
4
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.31M
|
+$341K
|
+9,668
|
+4%
|
|
|
5
|
Frontier Asset Management
Sheridan,
Wyoming
|
$5.61M
|
-$2.57M
|
-72,942
|
-31%
|
|
|
6
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.15M
|
+$405K
|
+11,473
|
+11%
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$3.96M
|
-$8.93M
|
-253,091
|
-69%
|
|
|
8
|
O'Connor Financial Group
Quincy,
Illinois
|
$3.79M
|
-$181K
|
-5,122
|
-5%
|
|
|
9
|
Strategic Equity Management
Tucson,
Arizona
|
$3.7M
|
-$558K
|
-15,804
|
-13%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.54M
|
+$255K
|
+7,214
|
+8%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.94M
|
-$65.3K
|
-1,849
|
-2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.69M
|
+$997K
|
+28,246
|
+58%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$2.66M
|
+$372K
|
+10,529
|
+16%
|
|
|
14
|
Bare Financial Services
Gap,
Pennsylvania
|
$2.34M
|
+$1.13M
|
+32,002
|
+101%
|
|
|
15
|
LVZ Inc
Holland,
Michigan
|
$2.22M
|
-$81.3K
|
-2,305
|
-3%
|
|
|
16
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.8M
|
-$9.49K
|
-269
|
-0.5%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.74M
|
+$32.9K
|
+933
|
+2%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.73M
|
-$266K
|
-7,524
|
-13%
|
|
|
19
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.57M
|
-$1.4M
|
-39,571
|
-47%
|
|
|
20
|
Moneywise Inc
Forest,
Virginia
|
$1.46M
|
-$404K
|
-11,439
|
-22%
|
|
|
21
|
|
$1.4M
|
-$5.4K
|
-153
|
-0.4%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.21M
|
+$486K
|
+13,759
|
+66%
|
|
|
23
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.16M
|
-$1.2M
|
-34,066
|
-51%
|
|
|
24
|
Keel Point
Huntsville,
Alabama
|
$1.1M
|
+$633K
|
+17,934
|
+141%
|
|
|
25
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.1M
|
+$403K
|
+11,419
|
+57%
|
|
