|
1
|
Creative Financial Designs
Kokomo,
Indiana
|
$28.1M
|
+$6.59M
|
+180,261
|
+30%
|
|
|
2
|
O'Connor Financial Group
Quincy,
Illinois
|
$12M
|
-$266K
|
-7,276
|
-2%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.33M
|
-$906K
|
-24,794
|
-11%
|
|
|
4
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$6.39M
|
+$2.55M
|
+69,729
|
+65%
|
|
|
5
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$4.69M
|
+$3.14M
|
+85,977
|
+195%
|
|
|
6
|
LVZ Inc
Holland,
Michigan
|
$4.68M
|
+$1.63M
|
+44,593
|
+52%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.52M
|
+$520K
|
+14,233
|
+13%
|
|
|
8
|
XY Planning Network
Bozeman,
Montana
|
$4.3M
|
+$392K
|
+10,729
|
+10%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$4.28M
|
+$4.34M
|
+118,704
|
New
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$4.04M
|
+$312K
|
+8,543
|
+8%
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.02M
|
+$1.99M
|
+54,382
|
+89%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$3.69M
|
+$627K
|
+17,143
|
+20%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.54M
|
+$654K
|
+17,891
|
+22%
|
|
|
14
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.55M
|
+$867K
|
+23,718
|
+50%
|
|
|
15
|
Family Wealth Partners
Matthews,
North Carolina
|
$2.54M
|
+$867K
|
+23,725
|
+51%
|
|
|
16
|
|
$2.23M
|
-$8M
|
-218,921
|
-78%
|
|
|
17
|
Sound Stewardship
Overland Park,
Kansas
|
$2.04M
|
+$21.7K
|
+595
|
+1%
|
|
|
18
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.97M
|
-$248K
|
-6,796
|
-11%
|
|
|
19
|
Turning Point Benefit Group
Frederick,
Maryland
|
$1.62M
|
-$1.31M
|
-35,918
|
-45%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.61M
|
-$28.2K
|
-771
|
-2%
|
|
|
21
|
WorthPointe
La Jolla,
California
|
$1.5M
|
-$620K
|
-16,951
|
-29%
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.47M
|
-$618K
|
-16,908
|
-29%
|
|
|
23
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.11M
|
+$166K
|
+4,539
|
+17%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$1.05M
|
-$8K
|
-219
|
-0.7%
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$830K
|
+$540K
|
+14,782
|
+179%
|
|
