|
1
|
Creative Financial Designs
Kokomo,
Indiana
|
$18M
|
-$11.1M
|
-297,627
|
-38%
|
|
|
2
|
O'Connor Financial Group
Quincy,
Illinois
|
$12.2M
|
-$170K
|
-4,537
|
-1%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$9.18M
|
+$4.98M
|
+132,982
|
+115%
|
|
|
4
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$6.69M
|
+$74.9K
|
+2,002
|
+1%
|
|
|
5
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$6.68M
|
+$1.84M
|
+49,057
|
+38%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$5.32M
|
+$895K
|
+23,916
|
+20%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.92M
|
+$238K
|
+6,359
|
+5%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$4.89M
|
+$748K
|
+19,988
|
+18%
|
|
|
9
|
LVZ Inc
Holland,
Michigan
|
$4.84M
|
-$3.59K
|
-96
|
-0.1%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$3.89M
|
+$72.7K
|
+1,941
|
+2%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.87M
|
+$210K
|
+5,621
|
+6%
|
|
|
12
|
Turning Point Benefit Group
Frederick,
Maryland
|
$3.86M
|
+$2.21M
|
+59,152
|
+133%
|
|
|
13
|
Family Wealth Partners
Matthews,
North Carolina
|
$3M
|
+$370K
|
+9,883
|
+14%
|
|
|
14
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3M
|
+$355K
|
+9,485
|
+13%
|
|
|
15
|
Flow Traders U.S.
New York
|
$2.63M
|
+$2.64M
|
+70,517
|
New
|
|
|
16
|
Sound Stewardship
Overland Park,
Kansas
|
$2.07M
|
-$47.7K
|
-1,274
|
-2%
|
|
|
17
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$2.06M
|
+$1.86M
|
+49,606
|
+889%
|
|
|
18
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2M
|
-$43.6K
|
-1,164
|
-2%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.76M
|
+$95.8K
|
+2,558
|
+6%
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.54M
|
+$21.6K
|
+578
|
+1%
|
|
|
21
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.54M
|
+$395K
|
+10,545
|
+34%
|
|
|
22
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.37M
|
+$1.37M
|
+36,586
|
New
|
|
|
23
|
WorthPointe
La Jolla,
California
|
$1.26M
|
-$292K
|
-7,797
|
-19%
|
|
|
24
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.1M
|
+$330K
|
+8,805
|
+43%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$1.06M
|
-$24.7K
|
-659
|
-2%
|
|
