|
1
|
Christian Investment Advisors
New Braunfels,
Texas
|
$12.7M
|
+$64.2K
|
+1,650
|
+0.5%
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.29M
|
+$560K
|
+14,413
|
+7%
|
|
|
3
|
Bare Financial Services
Gap,
Pennsylvania
|
$8.07M
|
+$482K
|
+12,403
|
+6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$7.88M
|
+$769K
|
+19,767
|
+10%
|
|
|
5
|
OneAscent Financial Services
Birmingham,
Alabama
|
$7.78M
|
+$4.33M
|
+111,394
|
+113%
|
|
|
6
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$6.88M
|
+$2.18K
|
+56
|
+0%
|
|
|
7
|
O'Connor Financial Group
Quincy,
Illinois
|
$5.54M
|
+$88.9K
|
+2,285
|
+2%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.06M
|
+$3.87M
|
+99,477
|
+268%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$3.72M
|
+$1.85M
|
+47,456
|
+89%
|
|
|
10
|
Plan A Wealth
Lincoln,
Nebraska
|
$3.36M
|
+$1.68M
|
+43,238
|
+91%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.49M
|
+$241K
|
+6,197
|
+10%
|
|
|
12
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.31M
|
-$115K
|
-2,967
|
-5%
|
|
|
13
|
Valmark Advisers
Akron,
Ohio
|
$2.12M
|
+$363K
|
+9,329
|
+19%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.7M
|
+$56.1K
|
+1,442
|
+3%
|
|
|
15
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.66M
|
+$220K
|
+5,670
|
+15%
|
|
|
16
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.65M
|
-$175K
|
-4,508
|
-9%
|
|
|
17
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.52M
|
+$79K
|
+2,032
|
+5%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$1.45M
|
+$690K
|
+17,737
|
+83%
|
|
|
19
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.16M
|
+$103K
|
+2,655
|
+9%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.13M
|
+$176K
|
+4,536
|
+17%
|
|
|
21
|
XY Planning Network
Bozeman,
Montana
|
$1.05M
|
+$58.7K
|
+1,510
|
+6%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$946K
|
+$13.5K
|
+347
|
+1%
|
|
|
23
|
|
$917K
|
–
|
–
|
–
|
|
|
24
|
Sound Stewardship
Overland Park,
Kansas
|
$900K
|
-$9.53K
|
-245
|
-1%
|
|
|
25
|
J.W. Cole Advisors
Tampa,
Florida
|
$761K
|
+$24.6K
|
+633
|
+3%
|
|
