|
1
|
Christian Investment Advisors
New Braunfels,
Texas
|
$10.5M
|
+$10.8M
|
+394,694
|
New
|
|
|
2
|
O'Connor Financial Group
Quincy,
Illinois
|
$9.98M
|
+$537K
|
+19,559
|
+5%
|
|
|
3
|
CreativeOne Wealth
Overland Park,
Kansas
|
$7.85M
|
-$687K
|
-25,018
|
-8%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.05M
|
-$98.6K
|
-3,588
|
-2%
|
|
|
5
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$2.94M
|
+$10.5K
|
+382
|
+0.3%
|
|
|
6
|
XY Planning Network
Bozeman,
Montana
|
$2.77M
|
+$2.86M
|
+104,158
|
New
|
|
|
7
|
LVZ Inc
Holland,
Michigan
|
$2.71M
|
+$76K
|
+2,766
|
+3%
|
|
|
8
|
Sound Stewardship
Overland Park,
Kansas
|
$1.44M
|
+$65K
|
+2,367
|
+5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.35M
|
+$77.7K
|
+2,830
|
+6%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.29M
|
+$167K
|
+6,089
|
+14%
|
|
|
11
|
Vident Advisory
Alpharetta,
Georgia
|
$1.15M
|
+$1.19M
|
+43,145
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$965K
|
+$997K
|
+36,297
|
New
|
|
|
13
|
J.W. Cole Advisors
Tampa,
Florida
|
$932K
|
+$19.8K
|
+722
|
+2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$869K
|
+$67.3K
|
+2,452
|
+8%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$696K
|
+$720K
|
+26,200
|
New
|
|
|
16
|
|
$693K
|
+$717K
|
+26,087
|
New
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
$689K
|
+$174K
|
+6,346
|
+32%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$640K
|
-$23.8K
|
-867
|
-3%
|
|
|
19
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$636K
|
-$223K
|
-8,105
|
-25%
|
|
|
20
|
Turning Point Benefit Group
Frederick,
Maryland
|
$598K
|
+$631K
|
+22,964
|
New
|
|
|
21
|
|
$523K
|
-$47.3K
|
-1,722
|
-8%
|
|
|
22
|
Ridgeline Wealth
Mesa,
Arizona
|
$523K
|
+$540K
|
+19,662
|
New
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$465K
|
+$2.31K
|
+84
|
+0.5%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$399K
|
-$6.13K
|
-223
|
-1%
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$360K
|
+$14.7K
|
+534
|
+4%
|
|
