|
1
|
Westwood Holdings Group
Dallas,
Texas
|
$24M
|
+$23.9M
|
+580,000
|
New
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$22.2M
|
+$15.7M
|
+380,764
|
+246%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$17.3M
|
+$644K
|
+15,632
|
+4%
|
|
|
4
|
Christian Investment Advisors
New Braunfels,
Texas
|
$14M
|
+$5.41M
|
+131,407
|
+64%
|
|
|
5
|
Creative Financial Designs
Kokomo,
Indiana
|
$12.1M
|
+$717K
|
+17,412
|
+6%
|
|
|
6
|
Bare Financial Services
Gap,
Pennsylvania
|
$10.6M
|
+$654K
|
+15,865
|
+7%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$9.13M
|
+$1.4M
|
+34,038
|
+18%
|
|
|
8
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$7.57M
|
-$154K
|
-3,733
|
-2%
|
|
|
9
|
Plan A Wealth
Lincoln,
Nebraska
|
$7.17M
|
+$195K
|
+4,729
|
+3%
|
|
|
10
|
O'Connor Financial Group
Quincy,
Illinois
|
$6.77M
|
+$67.7K
|
+1,644
|
+1%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.53M
|
+$5.7M
|
+138,264
|
+962%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$5.92M
|
+$746K
|
+18,116
|
+15%
|
|
|
13
|
OneAscent Financial Services
Birmingham,
Alabama
|
$5.81M
|
+$271K
|
+6,576
|
+5%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$4.78M
|
+$179K
|
+4,347
|
+4%
|
|
|
15
|
Turning Point Benefit Group
Frederick,
Maryland
|
$3.61M
|
-$400K
|
-9,700
|
-10%
|
|
|
16
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.45M
|
+$208K
|
+5,041
|
+6%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$2.05M
|
-$11.2K
|
-271
|
-0.5%
|
|
|
18
|
XY Planning Network
Bozeman,
Montana
|
$1.98M
|
+$140K
|
+3,394
|
+8%
|
|
|
19
|
Investment Research Partners
Lemont,
Pennsylvania
|
$1.94M
|
-$24.6K
|
-598
|
-1%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.93M
|
+$53K
|
+1,286
|
+3%
|
|
|
21
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.76M
|
+$55.9K
|
+1,357
|
+3%
|
|
|
22
|
WorthPointe
La Jolla,
California
|
$1.74M
|
+$1.73M
|
+42,038
|
New
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$1.72M
|
-$1.11M
|
-27,039
|
-39%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.69M
|
-$7.29K
|
-177
|
-0.4%
|
|
|
25
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.39M
|
-$133K
|
-3,218
|
-9%
|
|
