|
1
|
Creative Financial Designs
Kokomo,
Indiana
|
$20.8M
|
+$19.5M
|
+574,317
|
+2,375%
|
|
|
2
|
O'Connor Financial Group
Quincy,
Illinois
|
$12.3M
|
-$180K
|
-5,310
|
-2%
|
|
|
3
|
|
$9.73M
|
+$9.52M
|
+280,681
|
New
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.92M
|
+$528K
|
+15,547
|
+7%
|
|
|
5
|
Strategic Equity Management
Tucson,
Arizona
|
$7.67M
|
+$2.31M
|
+68,105
|
+44%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.85M
|
+$1.35M
|
+39,895
|
+56%
|
|
|
7
|
Moneywise Inc
Forest,
Virginia
|
$3.78M
|
+$991K
|
+29,203
|
+37%
|
|
|
8
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$3.73M
|
+$99.7K
|
+2,938
|
+3%
|
|
|
9
|
XY Planning Network
Bozeman,
Montana
|
$3.71M
|
+$163K
|
+4,792
|
+5%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$3.59M
|
+$817K
|
+24,069
|
+30%
|
|
|
11
|
LVZ Inc
Holland,
Michigan
|
$2.96M
|
+$16K
|
+471
|
+0.6%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$2.96M
|
+$471K
|
+13,877
|
+19%
|
|
|
13
|
Turning Point Benefit Group
Frederick,
Maryland
|
$2.79M
|
+$954K
|
+28,101
|
+54%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.79M
|
+$85.5K
|
+2,520
|
+3%
|
|
|
15
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.13M
|
+$419K
|
+12,343
|
+25%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.11M
|
+$685K
|
+20,176
|
+50%
|
|
|
17
|
WorthPointe
La Jolla,
California
|
$2.03M
|
+$1.98M
|
+58,493
|
New
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$2M
|
+$140K
|
+4,111
|
+8%
|
|
|
19
|
Sound Stewardship
Overland Park,
Kansas
|
$1.95M
|
+$282K
|
+8,324
|
+17%
|
|
|
20
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.64M
|
-$1.06M
|
-31,214
|
-40%
|
|
|
21
|
Family Wealth Partners
Matthews,
North Carolina
|
$1.63M
|
+$878K
|
+25,874
|
+123%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.58M
|
+$55.2K
|
+1,628
|
+4%
|
|
|
23
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$1.53M
|
+$1.49M
|
+44,051
|
New
|
|
|
24
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.24M
|
+$12.3K
|
+363
|
+1%
|
|
|
25
|
3EDGE Asset Management
Naples,
Florida
|
$1.03M
|
+$110K
|
+3,251
|
+12%
|
|
