|
1
|
LPL Financial
San Diego,
California
|
$17.9M
|
-$207K
|
-5,338
|
-1%
|
|
|
2
|
Christian Investment Advisors
New Braunfels,
Texas
|
$17M
|
-$4.83M
|
-124,581
|
-22%
|
|
|
3
|
OneAscent Financial Services
Birmingham,
Alabama
|
$8.26M
|
+$1.81M
|
+46,781
|
+29%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.97M
|
-$565K
|
-14,590
|
-9%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$4.49M
|
-$452K
|
-11,681
|
-9%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.23M
|
+$238K
|
+6,152
|
+6%
|
|
|
7
|
Inspire Advisors
Meridian,
Idaho
|
$4.08M
|
+$165K
|
+4,250
|
+4%
|
|
|
8
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.58M
|
+$83.4K
|
+2,154
|
+2%
|
|
|
9
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$3.48M
|
+$2.6M
|
+67,108
|
+593%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.43M
|
-$524K
|
-13,537
|
-18%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$2.41M
|
+$54.9K
|
+1,418
|
+2%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.27M
|
+$391K
|
+10,086
|
+21%
|
|
|
13
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.01M
|
-$987K
|
-25,487
|
-33%
|
|
|
14
|
|
$1.92M
|
+$486K
|
+12,548
|
+35%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$1.86M
|
+$78.9K
|
+2,036
|
+4%
|
|
|
16
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.78M
|
+$6.16K
|
+159
|
+0.4%
|
|
|
17
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.76M
|
-$2.27M
|
-58,544
|
-57%
|
|
|
18
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.71M
|
+$1.73M
|
+44,736
|
New
|
|
|
19
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.43M
|
+$15.6K
|
+404
|
+1%
|
|
|
20
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.35M
|
+$12.6K
|
+326
|
+1%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$1.19M
|
-$822K
|
-21,221
|
-41%
|
|
|
22
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.13M
|
-$46.8K
|
-1,207
|
-4%
|
|
|
23
|
Turning Point Benefit Group
Frederick,
Maryland
|
$1.09M
|
+$44.5K
|
+1,148
|
+4%
|
|
|
24
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$1.04M
|
+$19.1K
|
+492
|
+2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.04M
|
-$90.6K
|
-2,339
|
-8%
|
|
