|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$16.2M
|
-$1.41M
|
-34,635
|
-8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$9.76M
|
+$2.16M
|
+53,044
|
+28%
|
|
|
3
|
Hill Island Financial
Grand Rapids,
Michigan
|
$9.6M
|
+$49.5K
|
+1,215
|
+0.5%
|
|
|
4
|
O'Connor Financial Group
Quincy,
Illinois
|
$8.21M
|
-$522K
|
-12,832
|
-6%
|
|
|
5
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$8.01M
|
-$2.07M
|
-50,747
|
-20%
|
|
|
6
|
Bare Financial Services
Gap,
Pennsylvania
|
$7.29M
|
+$4.21M
|
+103,386
|
+150%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.81M
|
+$396K
|
+9,736
|
+6%
|
|
|
8
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$5.37M
|
+$352K
|
+8,641
|
+7%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$4.97M
|
-$2.35M
|
-57,674
|
-32%
|
|
|
10
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.91M
|
+$221K
|
+5,436
|
+6%
|
|
|
11
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.23M
|
+$2.33M
|
+57,322
|
+256%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.04M
|
+$155K
|
+3,805
|
+5%
|
|
|
13
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.91M
|
-$709K
|
-17,406
|
-20%
|
|
|
14
|
LVZ Inc
Holland,
Michigan
|
$2.72M
|
-$104K
|
-2,544
|
-4%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$2.17M
|
+$756K
|
+18,559
|
+53%
|
|
|
16
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$2.08M
|
+$41.9K
|
+1,030
|
+2%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.69M
|
-$17.6K
|
-433
|
-1%
|
|
|
18
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.64M
|
+$845K
|
+20,755
|
+106%
|
|
|
19
|
Belpointe Asset Management
Reno,
Nevada
|
$1.49M
|
-$7.41K
|
-182
|
-0.5%
|
|
|
20
|
TrueWealth Advisors
Birmingham,
Alabama
|
$1.02M
|
+$42.7K
|
+1,048
|
+4%
|
|
|
21
|
Win Advisors
Palm Beach Gardens,
Florida
|
$996K
|
-$125K
|
-3,064
|
-11%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$874K
|
+$63.5K
|
+1,559
|
+8%
|
|
|
23
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$873K
|
+$876K
|
+21,513
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$816K
|
+$2.81K
|
+69
|
+0.3%
|
|
|
25
|
HFG Wealth Management
The Woodlands,
Texas
|
$756K
|
-$25.4K
|
-623
|
-3%
|
|
