|
1
|
LPL Financial
San Diego,
California
|
$15.7M
|
+$556K
|
+14,691
|
+4%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.56M
|
-$1.22M
|
-32,257
|
-12%
|
|
|
3
|
Creative Financial Designs
Kokomo,
Indiana
|
$7.81M
|
+$73.1K
|
+1,933
|
+0.9%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.99M
|
+$311K
|
+8,214
|
+6%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$4.87M
|
+$426K
|
+11,247
|
+9%
|
|
|
6
|
Strategic Equity Management
Tucson,
Arizona
|
$4.71M
|
+$605K
|
+15,977
|
+14%
|
|
|
7
|
Frontier Asset Management
Sheridan,
Wyoming
|
$4.63M
|
-$250K
|
-6,609
|
-5%
|
|
|
8
|
O'Connor Financial Group
Quincy,
Illinois
|
$4.08M
|
+$113K
|
+2,978
|
+3%
|
|
|
9
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.75M
|
+$36.4K
|
+962
|
+0.9%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.22M
|
+$24.6K
|
+649
|
+0.7%
|
|
|
11
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.99M
|
+$3.12M
|
+82,362
|
New
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$2.86M
|
-$1.91M
|
-50,579
|
-39%
|
|
|
13
|
Bare Financial Services
Gap,
Pennsylvania
|
$2.73M
|
+$91.3K
|
+2,413
|
+3%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.67M
|
+$202K
|
+5,341
|
+8%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$2.51M
|
+$2.61M
|
+69,011
|
New
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$2.47M
|
-$102K
|
-2,707
|
-4%
|
|
|
17
|
LVZ Inc
Holland,
Michigan
|
$2.33M
|
+$65.5K
|
+1,731
|
+3%
|
|
|
18
|
Inspire Advisors
Meridian,
Idaho
|
$2.24M
|
+$180K
|
+4,753
|
+8%
|
|
|
19
|
Moneywise Inc
Forest,
Virginia
|
$2.06M
|
+$331K
|
+8,746
|
+18%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$1.99M
|
+$2.07M
|
+54,701
|
New
|
|
|
21
|
Vident Advisory
Alpharetta,
Georgia
|
$1.95M
|
+$2.02M
|
+53,507
|
New
|
|
|
22
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.82M
|
-$56.9K
|
-1,504
|
-3%
|
|
|
23
|
|
$1.68M
|
+$149K
|
+3,945
|
+9%
|
|
|
24
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.68M
|
+$5.6K
|
+148
|
+0.3%
|
|
|
25
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.64M
|
+$162K
|
+4,281
|
+11%
|
|
