|
1
|
O'Connor Financial Group
Quincy,
Illinois
|
$11.5M
|
-$106K
|
-3,247
|
-0.9%
|
|
|
2
|
Christian Investment Advisors
New Braunfels,
Texas
|
$8.32M
|
-$2.01M
|
-61,367
|
-20%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.1M
|
+$1.76M
|
+53,600
|
+34%
|
|
|
4
|
Strategic Equity Management
Tucson,
Arizona
|
$5.11M
|
-$46.4K
|
-1,414
|
-0.9%
|
|
|
5
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$3.49M
|
-$458K
|
-13,966
|
-12%
|
|
|
6
|
XY Planning Network
Bozeman,
Montana
|
$3.3M
|
–
|
–
|
–
|
|
|
7
|
LVZ Inc
Holland,
Michigan
|
$2.83M
|
-$398K
|
-12,140
|
-13%
|
|
|
8
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.66M
|
+$2.57M
|
+78,371
|
New
|
|
|
9
|
Moneywise Inc
Forest,
Virginia
|
$2.66M
|
+$72.1K
|
+2,199
|
+3%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$2.65M
|
+$419K
|
+12,766
|
+19%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.6M
|
+$255K
|
+7,778
|
+11%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$2.38M
|
+$694K
|
+21,169
|
+42%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.38M
|
+$61.5K
|
+1,874
|
+3%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.79M
|
+$78.1K
|
+2,381
|
+5%
|
|
|
15
|
Turning Point Benefit Group
Frederick,
Maryland
|
$1.76M
|
+$672K
|
+20,494
|
+64%
|
|
|
16
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.64M
|
+$598K
|
+18,219
|
+59%
|
|
|
17
|
Sound Stewardship
Overland Park,
Kansas
|
$1.59M
|
-$172K
|
-5,229
|
-10%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.46M
|
+$596K
|
+18,165
|
+71%
|
|
|
19
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.34M
|
+$560K
|
+17,070
|
+73%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$1.29M
|
-$61.2K
|
-1,866
|
-5%
|
|
|
21
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.18M
|
+$918
|
+28
|
+0.1%
|
|
|
22
|
|
$1.16M
|
+$1.14M
|
+34,679
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$975K
|
+$2.69K
|
+82
|
+0.3%
|
|
|
24
|
OneAscent Financial Services
Birmingham,
Alabama
|
$935K
|
-$5.38M
|
-164,008
|
-85%
|
|
|
25
|
3EDGE Asset Management
Naples,
Florida
|
$879K
|
+$329K
|
+10,043
|
+62%
|
|
