|
1
|
Christian Investment Advisors
New Braunfels,
Texas
|
$12.7M
|
+$13.1M
|
+326,048
|
New
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.18M
|
+$610K
|
+15,204
|
+8%
|
|
|
3
|
Bare Financial Services
Gap,
Pennsylvania
|
$8.03M
|
+$428K
|
+10,659
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$7.54M
|
+$2.04M
|
+50,938
|
+36%
|
|
|
5
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$7.26M
|
-$77.1K
|
-1,922
|
-1%
|
|
|
6
|
Turning Point Benefit Group
Frederick,
Maryland
|
$6.37M
|
+$6.55M
|
+163,273
|
New
|
|
|
7
|
O'Connor Financial Group
Quincy,
Illinois
|
$5.75M
|
+$114K
|
+2,831
|
+2%
|
|
|
8
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.86M
|
+$3.96M
|
+98,782
|
New
|
|
|
9
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.55M
|
+$211K
|
+5,271
|
+9%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.39M
|
+$1.15M
|
+28,594
|
+88%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$2.07M
|
-$132K
|
-3,290
|
-6%
|
|
|
12
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.91M
|
-$197K
|
-4,913
|
-9%
|
|
|
13
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.88M
|
+$1.11M
|
+27,644
|
+135%
|
|
|
14
|
Valmark Advisers
Akron,
Ohio
|
$1.87M
|
-$189K
|
-4,703
|
-9%
|
|
|
15
|
Plan A Wealth
Lincoln,
Nebraska
|
$1.85M
|
+$1.9M
|
+47,439
|
New
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.73M
|
-$101K
|
-2,509
|
-5%
|
|
|
17
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.53M
|
+$209K
|
+5,201
|
+15%
|
|
|
18
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.53M
|
-$66K
|
-1,644
|
-4%
|
|
|
19
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.45M
|
+$1.49M
|
+37,137
|
New
|
|
|
20
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.12M
|
+$299K
|
+7,456
|
+35%
|
|
|
21
|
XY Planning Network
Bozeman,
Montana
|
$1.05M
|
+$1.08M
|
+26,946
|
New
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.01M
|
+$34.3K
|
+856
|
+3%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$984K
|
+$124K
|
+3,094
|
+14%
|
|
|
24
|
|
$967K
|
–
|
–
|
–
|
|
|
25
|
Sound Stewardship
Overland Park,
Kansas
|
$958K
|
+$38.5K
|
+960
|
+4%
|
|
