|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$7.08M
|
+$256K
|
+11,227
|
+3%
|
|
|
2
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$5.12M
|
-$5.92M
|
-259,650
|
-51%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.43M
|
+$240K
|
+10,517
|
+10%
|
|
|
4
|
LVZ Inc
Holland,
Michigan
|
$1.32M
|
-$648K
|
-28,454
|
-30%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.31M
|
+$1.47M
|
+64,680
|
New
|
|
|
6
|
|
$978K
|
+$1.1M
|
+48,285
|
New
|
|
|
7
|
Paradiem
Covington,
Louisiana
|
$301K
|
-$78.3K
|
-3,434
|
-19%
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$275K
|
+$309K
|
+13,571
|
New
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
$274K
|
-$13.9K
|
-612
|
-4%
|
|
|
10
|
OneAscent Financial Services
Birmingham,
Alabama
|
$264K
|
+$297K
|
+13,027
|
New
|
|
|
11
|
J.W. Cole Advisors
Tampa,
Florida
|
$256K
|
+$11.4K
|
+499
|
+4%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$97K
|
+$18.3K
|
+804
|
+20%
|
|
|
13
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$78K
|
+$59.7K
|
+2,620
|
+212%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$73K
|
+$49.3K
|
+2,161
|
+152%
|
|
|
15
|
Silver Oak Securities
Jackson,
Tennessee
|
$26.5K
|
+$25.2K
|
+1,104
|
New
|
|
|
16
|
Rockefeller Capital Management
New York
|
$11K
|
+$23
|
+1
|
+0.2%
|
|
|
17
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$10K
|
–
|
–
|
–
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$8K
|
+$9.12K
|
+400
|
New
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$5.67K
|
–
|
–
|
–
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$5K
|
-$570
|
-25
|
-10%
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$3K
|
-$3.24K
|
-142
|
-45%
|
|
|
22
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$3K
|
+$23
|
+1
|
+0.6%
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
+$4.4K
|
+193
|
New
|
|
|
24
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$2K
|
–
|
–
|
–
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$660K
|
-28,905
|
Closed
|
|
