|
1
|
LPL Financial
San Diego,
California
|
$17M
|
+$768K
|
+20,582
|
+5%
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.34M
|
+$248K
|
+6,636
|
+3%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.1M
|
+$931K
|
+24,938
|
+18%
|
|
|
4
|
Strategic Equity Management
Tucson,
Arizona
|
$5.97M
|
+$1.09M
|
+29,200
|
+23%
|
|
|
5
|
OneAscent Financial Services
Birmingham,
Alabama
|
$5.85M
|
+$2.73M
|
+73,052
|
+89%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$4.83M
|
-$200K
|
-5,366
|
-4%
|
|
|
7
|
Frontier Asset Management
Sheridan,
Wyoming
|
$4.65M
|
-$144K
|
-3,856
|
-3%
|
|
|
8
|
O'Connor Financial Group
Quincy,
Illinois
|
$4.24M
|
+$12.2K
|
+327
|
+0.3%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.52M
|
+$186K
|
+4,976
|
+6%
|
|
|
10
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.35M
|
-$531K
|
-14,228
|
-14%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$3.23M
|
+$631K
|
+16,910
|
+25%
|
|
|
12
|
Bare Financial Services
Gap,
Pennsylvania
|
$3M
|
+$175K
|
+4,681
|
+6%
|
|
|
13
|
Inspire Advisors
Meridian,
Idaho
|
$2.91M
|
+$589K
|
+15,772
|
+26%
|
|
|
14
|
Moneywise Inc
Forest,
Virginia
|
$2.88M
|
+$735K
|
+19,695
|
+35%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.83M
|
+$70.3K
|
+1,885
|
+3%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$2.48M
|
-$80.7K
|
-2,162
|
-3%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$2.24M
|
+$176K
|
+4,722
|
+9%
|
|
|
18
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.91M
|
+$27.9K
|
+747
|
+1%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.78M
|
+$107K
|
+2,870
|
+6%
|
|
|
20
|
|
$1.75M
|
+$2.46K
|
+66
|
+0.1%
|
|
|
21
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.74M
|
+$4.59K
|
+123
|
+0.3%
|
|
|
22
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.65M
|
-$46.2K
|
-1,239
|
-3%
|
|
|
23
|
Atria Investments
Charlotte,
North Carolina
|
$1.58M
|
-$1.37M
|
-36,696
|
-47%
|
|
|
24
|
|
$1.56M
|
+$1.55M
|
+41,563
|
New
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.32M
|
+$113K
|
+3,029
|
+9%
|
|
