|
1
|
Westwood Holdings Group
Dallas,
Texas
|
$35.5M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$21.5M
|
+$1.17M
|
+28,322
|
+6%
|
|
|
3
|
Christian Investment Advisors
New Braunfels,
Texas
|
$17.4M
|
-$30.1K
|
-730
|
-0.2%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.02M
|
-$276K
|
-6,702
|
-4%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.4M
|
-$2.08M
|
-50,523
|
-32%
|
|
|
6
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$4.23M
|
+$2.43M
|
+58,886
|
+136%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$4.19M
|
-$718K
|
-17,420
|
-15%
|
|
|
8
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.4M
|
+$200K
|
+4,859
|
+6%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$2.95M
|
+$316K
|
+7,675
|
+12%
|
|
|
10
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.94M
|
-$1.51M
|
-36,605
|
-34%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.79M
|
+$231K
|
+5,605
|
+9%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.56M
|
+$149K
|
+3,619
|
+6%
|
|
|
13
|
Carlson Financial
Canby,
Oregon
|
$2.49M
|
+$189K
|
+4,578
|
+8%
|
|
|
14
|
Turning Point Benefit Group
Frederick,
Maryland
|
$2.21M
|
-$231K
|
-5,594
|
-10%
|
|
|
15
|
Inspire Advisors
Meridian,
Idaho
|
$2.13M
|
-$1.89M
|
-45,960
|
-47%
|
|
|
16
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.11M
|
-$152K
|
-3,682
|
-7%
|
|
|
17
|
WorthPointe
La Jolla,
California
|
$1.8M
|
-$1.08M
|
-26,095
|
-38%
|
|
|
18
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.78M
|
+$599K
|
+14,534
|
+51%
|
|
|
19
|
Family Wealth Partners
Matthews,
North Carolina
|
$1.73M
|
+$599K
|
+14,540
|
+53%
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
$1.66M
|
-$226K
|
-5,494
|
-12%
|
|
|
21
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.65M
|
-$209K
|
-5,082
|
-11%
|
|
|
22
|
Bare Financial Services
Gap,
Pennsylvania
|
$1.64M
|
+$799K
|
+19,379
|
+96%
|
|
|
23
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.55M
|
-$266K
|
-6,456
|
-15%
|
|
|
24
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.53M
|
+$356K
|
+8,640
|
+31%
|
|
|
25
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.45M
|
+$241K
|
+5,860
|
+20%
|
|
