|
1
|
LPL Financial
San Diego,
California
|
$38.8M
|
+$21.7M
|
+497,796
|
+119%
|
|
|
2
|
Westwood Holdings Group
Dallas,
Texas
|
$24.6M
|
–
|
–
|
–
|
|
|
3
|
Christian Investment Advisors
New Braunfels,
Texas
|
$14.8M
|
+$57.6K
|
+1,320
|
+0.4%
|
|
|
4
|
Creative Financial Designs
Kokomo,
Indiana
|
$12.3M
|
-$87.2K
|
-2,000
|
-0.7%
|
|
|
5
|
Bare Financial Services
Gap,
Pennsylvania
|
$11.1M
|
+$341K
|
+7,830
|
+3%
|
|
|
6
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$7.82M
|
+$76.4K
|
+1,751
|
+1%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$7.75M
|
-$1.64M
|
-37,593
|
-17%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$7.75M
|
-$15.5M
|
-355,198
|
-66%
|
|
|
9
|
Plan A Wealth
Lincoln,
Nebraska
|
$7.49M
|
+$156K
|
+3,573
|
+2%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$6.8M
|
+$760K
|
+17,432
|
+12%
|
|
|
11
|
O'Connor Financial Group
Quincy,
Illinois
|
$6.49M
|
-$63.3K
|
-1,451
|
-0.9%
|
|
|
12
|
OneAscent Financial Services
Birmingham,
Alabama
|
$6.41M
|
+$471K
|
+10,790
|
+8%
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.89M
|
+$6.05M
|
+138,805
|
New
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$5.11M
|
+$226K
|
+5,172
|
+4%
|
|
|
15
|
Turning Point Benefit Group
Frederick,
Maryland
|
$4.89M
|
+$2.39M
|
+54,731
|
+63%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.35M
|
-$2.23M
|
-51,239
|
-34%
|
|
|
17
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.98M
|
+$459K
|
+10,515
|
+13%
|
|
|
18
|
|
$3.69M
|
+$3.79M
|
+86,865
|
New
|
|
|
19
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$3.09M
|
+$1.33M
|
+30,397
|
+72%
|
|
|
20
|
XY Planning Network
Bozeman,
Montana
|
$2.3M
|
+$260K
|
+5,962
|
+12%
|
|
|
21
|
Investment Research Partners
Lemont,
Pennsylvania
|
$2.14M
|
+$157K
|
+3,609
|
+8%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$2.13M
|
+$32.6K
|
+748
|
+2%
|
|
|
23
|
Family Wealth Partners
Matthews,
North Carolina
|
$2.1M
|
+$743K
|
+17,031
|
+52%
|
|
|
24
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.1M
|
+$742K
|
+17,013
|
+53%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.92M
|
-$65.6K
|
-1,504
|
-3%
|
|
