|
1
|
LPL Financial
San Diego,
California
|
$16.7M
|
+$869K
|
+21,425
|
+6%
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$11.4M
|
+$2.76M
|
+68,032
|
+33%
|
|
|
3
|
Bare Financial Services
Gap,
Pennsylvania
|
$9.93M
|
+$185K
|
+4,562
|
+2%
|
|
|
4
|
Christian Investment Advisors
New Braunfels,
Texas
|
$8.6M
|
-$2.74M
|
-67,566
|
-25%
|
|
|
5
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$7.74M
|
+$5.52K
|
+136
|
+0.1%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$7.74M
|
+$7.56M
|
+186,216
|
New
|
|
|
7
|
Plan A Wealth
Lincoln,
Nebraska
|
$6.99M
|
+$494K
|
+12,186
|
+8%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$6.43M
|
+$6.28M
|
+154,727
|
New
|
|
|
9
|
O'Connor Financial Group
Quincy,
Illinois
|
$6.35M
|
-$21.1K
|
-521
|
-0.3%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.93M
|
-$18.3K
|
-451
|
-0.3%
|
|
|
11
|
OneAscent Financial Services
Birmingham,
Alabama
|
$5.55M
|
+$608K
|
+14,980
|
+13%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$5.19M
|
-$214K
|
-5,268
|
-4%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$4.61M
|
+$4.5M
|
+110,893
|
New
|
|
|
14
|
Turning Point Benefit Group
Frederick,
Maryland
|
$4.02M
|
-$1.53M
|
-37,725
|
-28%
|
|
|
15
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.25M
|
+$370K
|
+9,126
|
+13%
|
|
|
16
|
Valmark Advisers
Akron,
Ohio
|
$2.85M
|
+$207K
|
+5,107
|
+8%
|
|
|
17
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.63M
|
+$591K
|
+14,555
|
+30%
|
|
|
18
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.18M
|
+$2.16M
|
+53,324
|
New
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$2.07M
|
+$87.8K
|
+2,163
|
+5%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.98M
|
+$212K
|
+5,214
|
+12%
|
|
|
21
|
Investment Research Partners
Lemont,
Pennsylvania
|
$1.93M
|
+$1.92M
|
+47,328
|
New
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.89M
|
-$63.3K
|
-1,561
|
-3%
|
|
|
23
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.78M
|
+$16.7K
|
+411
|
+1%
|
|
|
24
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.76M
|
+$186K
|
+4,592
|
+12%
|
|
|
25
|
XY Planning Network
Bozeman,
Montana
|
$1.72M
|
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|
–
|
–
|
|
