|
26
|
OneAscent Financial Services
Birmingham,
Alabama
|
$681K
|
+$686K
|
+18,069
|
New
|
|
|
27
|
Silver Oak Securities
Jackson,
Tennessee
|
$585K
|
–
|
–
|
–
|
|
|
28
|
|
$579K
|
+$583K
|
+15,356
|
New
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$540K
|
-$38.8K
|
-1,023
|
-7%
|
|
|
30
|
Private Advisor Group
Morristown,
New Jersey
|
$478K
|
–
|
–
|
–
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$468K
|
+$248K
|
+6,523
|
+111%
|
|
|
32
|
Modern Wealth Management
Lenexa,
Kansas
|
$362K
|
-$174K
|
-4,580
|
-32%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$338K
|
–
|
–
|
–
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$317K
|
+$14.4K
|
+380
|
+5%
|
|
|
35
|
Diligent Investors
Redlands,
California
|
$310K
|
-$22.8K
|
-600
|
-7%
|
|
|
36
|
Advisor Resource Council
Dallas,
Texas
|
$283K
|
+$285K
|
+7,520
|
New
|
|
|
37
|
MGB Wealth Management
Addison,
Texas
|
$249K
|
+$6.83K
|
+180
|
+3%
|
|
|
38
|
J.W. Cole Advisors
Tampa,
Florida
|
$231K
|
+$232K
|
+6,124
|
New
|
|
|
39
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$221K
|
-$2.85K
|
-75
|
-1%
|
|
|
40
|
Geneos Wealth Management
Englewood,
Colorado
|
$151K
|
–
|
–
|
–
|
|
|
41
|
Comerica Bank
Dallas,
Texas
|
$80K
|
–
|
–
|
–
|
|
|
42
|
Advisornet Financial
Minnetonka,
Minnesota
|
$64.9K
|
–
|
–
|
–
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$48K
|
–
|
–
|
–
|
|
|
44
|
Creative Financial Designs
Kokomo,
Indiana
|
$42.4K
|
-$47.1K
|
-1,241
|
-52%
|
|
|
45
|
Jones Financial Companies
Des Peres,
Missouri
|
$29.8K
|
+$29.9K
|
+789
|
New
|
|
|
46
|
Private Trust Company
Cleveland,
Ohio
|
$22.6K
|
–
|
–
|
–
|
|
|
47
|
Sittner & Nelson
Eugene,
Oregon
|
$38
|
–
|
–
|
–
|
|
|
48
|
Wells Fargo
San Francisco,
California
|
$37
|
–
|
–
|
–
|
|
|
49
|
Scotia Capital
Toronto,
Ontario, Canada
|
–
|
-$363K
|
-10,000
|
Closed
|
|
|
50
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
–
|
-$260K
|
-7,169
|
Closed
|
|
