|
1
|
O'Connor Financial Group
Quincy,
Illinois
|
$11.3M
|
-$525K
|
-17,274
|
-5%
|
|
|
2
|
Christian Investment Advisors
New Braunfels,
Texas
|
$10M
|
-$2.72M
|
-89,490
|
-22%
|
|
|
3
|
OneAscent Financial Services
Birmingham,
Alabama
|
$6.2M
|
+$5.84M
|
+192,027
|
New
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.14M
|
+$60.8K
|
+1,999
|
+1%
|
|
|
5
|
Strategic Equity Management
Tucson,
Arizona
|
$4.99M
|
+$3.78M
|
+124,425
|
+414%
|
|
|
6
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$3.83M
|
-$281K
|
-9,249
|
-7%
|
|
|
7
|
XY Planning Network
Bozeman,
Montana
|
$3.3M
|
-$344K
|
-11,314
|
-10%
|
|
|
8
|
LVZ Inc
Holland,
Michigan
|
$3.13M
|
-$164K
|
-5,406
|
-5%
|
|
|
9
|
|
$2.91M
|
+$2.16M
|
+70,934
|
+369%
|
|
|
10
|
Moneywise Inc
Forest,
Virginia
|
$2.51M
|
+$1.59M
|
+52,397
|
+208%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.26M
|
+$689K
|
+22,667
|
+48%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.24M
|
+$17K
|
+558
|
+0.8%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$2.15M
|
+$594K
|
+19,556
|
+42%
|
|
|
14
|
Sound Stewardship
Overland Park,
Kansas
|
$1.71M
|
-$15.9K
|
-524
|
-1%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.65M
|
+$1.25M
|
+41,263
|
+414%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$1.62M
|
+$1.52M
|
+50,167
|
New
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$1.31M
|
+$1.17M
|
+38,391
|
+1,742%
|
|
|
18
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.14M
|
-$31.3K
|
-1,029
|
-3%
|
|
|
19
|
Turning Point Benefit Group
Frederick,
Maryland
|
$1.03M
|
-$80.8K
|
-2,658
|
-8%
|
|
|
20
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1,000K
|
+$271K
|
+8,912
|
+40%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$940K
|
+$128K
|
+4,212
|
+17%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$831K
|
+$64.3K
|
+2,115
|
+9%
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$790K
|
+$216K
|
+7,120
|
+41%
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$756K
|
+$127K
|
+4,184
|
+22%
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$646K
|
+$534K
|
+17,575
|
+725%
|
|
