|
1
|
LPL Financial
San Diego,
California
|
$15.7M
|
+$682K
|
+18,805
|
+5%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$10.1M
|
+$115K
|
+3,168
|
+1%
|
|
|
3
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.03M
|
-$891K
|
-24,569
|
-10%
|
|
|
4
|
Frontier Asset Management
Sheridan,
Wyoming
|
$5.05M
|
-$958K
|
-26,410
|
-16%
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$4.87M
|
+$585K
|
+16,141
|
+14%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.86M
|
+$1.01M
|
+27,860
|
+28%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$4.63M
|
-$4.38M
|
-120,838
|
-50%
|
|
|
8
|
Strategic Equity Management
Tucson,
Arizona
|
$4.28M
|
+$284K
|
+7,827
|
+7%
|
|
|
9
|
O'Connor Financial Group
Quincy,
Illinois
|
$4.12M
|
+$34.4K
|
+947
|
+0.9%
|
|
|
10
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.86M
|
-$385K
|
-10,612
|
-9%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.31M
|
+$139K
|
+3,838
|
+5%
|
|
|
12
|
Bare Financial Services
Gap,
Pennsylvania
|
$2.74M
|
+$327K
|
+9,022
|
+14%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$2.67M
|
-$189K
|
-5,210
|
-7%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.56M
|
-$322K
|
-8,868
|
-12%
|
|
|
15
|
LVZ Inc
Holland,
Michigan
|
$2.35M
|
-$46K
|
-1,268
|
-2%
|
|
|
16
|
Inspire Advisors
Meridian,
Idaho
|
$2.15M
|
+$1.59M
|
+43,704
|
+331%
|
|
|
17
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.94M
|
+$3.08K
|
+85
|
+0.2%
|
|
|
18
|
Moneywise Inc
Forest,
Virginia
|
$1.81M
|
+$229K
|
+6,319
|
+15%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.78M
|
-$91.2K
|
-2,515
|
-5%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.74M
|
-$119K
|
-3,294
|
-7%
|
|
|
21
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.73M
|
+$35.5K
|
+979
|
+2%
|
|
|
22
|
|
$1.6M
|
+$88.1K
|
+2,430
|
+6%
|
|
|
23
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.54M
|
+$1.48M
|
+40,754
|
New
|
|
|
24
|
Keel Point
Huntsville,
Alabama
|
$1.27M
|
+$110K
|
+3,039
|
+10%
|
|
|
25
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.26M
|
+$77.4K
|
+2,134
|
+7%
|
|
