|
1
|
Atria Investments
Charlotte,
North Carolina
|
19,8 Mio. $
|
+21,3 Mio. $
|
+668.860
|
Neu
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
9,7 Mio. $
|
+10,4 Mio. $
|
+326.754
|
Neu
|
|
|
3
|
Creative Financial Designs
Kokomo,
Indiana
|
8,51 Mio. $
|
+1,05 Mio. $
|
+32.962
|
+13 %
|
|
|
4
|
OneAscent Financial Services
Birmingham,
Alabama
|
8,15 Mio. $
|
+8,77 Mio. $
|
+275.319
|
Neu
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
8,02 Mio. $
|
-303.416 $
|
-9.525
|
-3 %
|
|
|
6
|
Frontier Asset Management
Sheridan,
Wyoming
|
5,66 Mio. $
|
+367.858 $
|
+11.548
|
+6 %
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
3,04 Mio. $
|
+2,1 Mio. $
|
+65.965
|
+180 %
|
|
|
8
|
LPL Financial
San Diego,
California
|
2,98 Mio. $
|
+950.799 $
|
+29.848
|
+42 %
|
|
|
9
|
LVZ Inc
Holland,
Michigan
|
2,6 Mio. $
|
+127 $
|
+4
|
+0 %
|
|
|
10
|
|
2,24 Mio. $
|
+725.937 $
|
+22.789
|
+43 %
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
2,23 Mio. $
|
+2,4 Mio. $
|
+75.453
|
Neu
|
|
|
12
|
J.W. Cole Advisors
Tampa,
Florida
|
2,04 Mio. $
|
+248.817 $
|
+7.811
|
+13 %
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
1,96 Mio. $
|
+9.779 $
|
+307
|
+0,5 %
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
1,76 Mio. $
|
+262.897 $
|
+8.253
|
+16 %
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
1,44 Mio. $
|
-2,33 Mio. $
|
-73.284
|
-60 %
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
1,4 Mio. $
|
+499.737 $
|
+15.688
|
+50 %
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
1,36 Mio. $
|
+165.390 $
|
+5.192
|
+13 %
|
|
|
18
|
Financial Advocates Investment Management
Olympia,
Washington
|
1,15 Mio. $
|
+192.625 $
|
+6.047
|
+18 %
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
880.000 $
|
+55.682 $
|
+1.748
|
+6 %
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
745.000 $
|
+321.159 $
|
+10.082
|
+67 %
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
609.000 $
|
+655.156 $
|
+20.567
|
Neu
|
|
|
22
|
Win Advisors
Palm Beach Gardens,
Florida
|
602.000 $
|
-218.460 $
|
-6.858
|
-26 %
|
|
|
23
|
Faithward Advisors
Lancaster,
Pennsylvania
|
441.000 $
|
-34.053 $
|
-1.069
|
-7 %
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
438.000 $
|
+107.733 $
|
+3.382
|
+30 %
|
|
|
25
|
Sigma Investment Counselors
Northville,
Michigan
|
429.000 $
|
+122.641 $
|
+3.850
|
+36 %
|
|
