|
1
|
Bare Financial Services
Gap,
Pennsylvania
|
$7.59M
|
+$699K
|
+18,645
|
+11%
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$7.56M
|
-$306K
|
-8,174
|
-4%
|
|
|
3
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$7.31M
|
+$4.84K
|
+129
|
+0.1%
|
|
|
4
|
O'Connor Financial Group
Quincy,
Illinois
|
$5.62M
|
+$4.46K
|
+119
|
+0.1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.53M
|
+$568K
|
+15,161
|
+12%
|
|
|
6
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.34M
|
-$32K
|
-853
|
-1%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$2.2M
|
+$190K
|
+5,057
|
+10%
|
|
|
8
|
Frontier Asset Management
Sheridan,
Wyoming
|
$2.1M
|
+$298K
|
+7,958
|
+17%
|
|
|
9
|
Valmark Advisers
Akron,
Ohio
|
$2.05M
|
+$990K
|
+26,409
|
+101%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.82M
|
+$1.76M
|
+46,856
|
New
|
|
|
11
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.59M
|
+$121K
|
+3,215
|
+9%
|
|
|
12
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.32M
|
-$80K
|
-2,133
|
-6%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.27M
|
+$125K
|
+3,346
|
+11%
|
|
|
14
|
Strategic Blueprint
Atlanta,
Georgia
|
$988K
|
+$13.8K
|
+368
|
+1%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$977K
|
+$39.8K
|
+1,061
|
+4%
|
|
|
16
|
|
$963K
|
–
|
–
|
–
|
|
|
17
|
Sound Stewardship
Overland Park,
Kansas
|
$918K
|
-$35.1K
|
-935
|
-4%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$860K
|
+$31.3K
|
+834
|
+4%
|
|
|
19
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$827K
|
+$797K
|
+21,247
|
New
|
|
|
20
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$800K
|
-$576K
|
-15,375
|
-43%
|
|
|
21
|
J.W. Cole Advisors
Tampa,
Florida
|
$771K
|
+$14.5K
|
+386
|
+2%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$608K
|
-$540K
|
-14,409
|
-48%
|
|
|
23
|
Vicus Capital
State College,
Pennsylvania
|
$537K
|
+$79K
|
+2,108
|
+18%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$537K
|
+$517K
|
+13,797
|
New
|
|
|
25
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$530K
|
+$76K
|
+2,026
|
+17%
|
|
